Description
This article describes the steps to reassign a lead.
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Instructions
Select the Assign action tool from the Action toolbar.
The Assign popup window opens.
Click the drop-down menu of the role that you would like to assign the lead toClick inFlow 2.0 from the inFlow dropdown list.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected the Loan Officer drop-down.
Select the user to whom you would like to assign the New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, we have selected Daniel Tobias.
the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
The Record Details Panel opens to the right.
Select the Assign icon from the Action Tools toolbar in the Record Details Panel that opens for the selected lead.
The Assign popup window opens.
Select an admin from the Org Admin dropdown menu.
Select an agent from the Loan Officer dropdown menu.
If you would like to make this user the primary agent, scroll to the bottom of the Assign popup window and click Edit next to Primary Agent. If you do not want to make this user the primary agent, skip to Step 69.
The secondary Assign popup window displays the
Current Primary Agent and a Change To
dropdown option.
Click the Change To
dropdown menu and select the user to whom you just assigned the lead.
Click Update to save the changes. Any new agents assigned to the lead will receive a popup notification informing them that a lead has been assigned in their name.
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See the How To: Bulk Reassign article to reassign leads in bulk. |
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Viewing Roles Associated with a Lead
A user can view all roles associated with a lead by selecting the Assignment Assignments section inside the lead.
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