Step-by-step guide
- To bulk reassign lead, you must be logged in as a Manager or above
- In the upper right-hand corner of the screen select, the 2 arrows pointed in the opposite direction
- *If you do not see this button, please contact your system admin, permissions may need to be enabled for you to export
- Using the drop-down, select the agents leads that you would like to reassign from
- Using the drop-down, select the agents leads that you would like to reassign to
- You can use the filter button's on each column to filter the leads you would like to reassign (Ex. State, Campaign, etc.)
- Use the checkboxes to select the leads that you would like reassigned, use the checkbox in the header to select all leads on that page
- Select "Assign"
Tip: You can only select the leads that are on a single page. You can increase the max items per page to 100 at the bottom in the drop-down next to the page count.
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