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How To: Bulk Reassign

How To: Bulk Reassign

Owned by Nathan Hayes
Last updated: Oct 16, 2024 by Rebecca Kornblum
2 min read

Step-by-Step Guide

To bulk reassign lead, you must be logged in as a Manager or above.

  1. Click the icon of two arrows pointed in the opposite direction. It is located in the upper right corner.
    Note: If you do not see this button, please contact your system administrator. Permissions may need to be enabled for you to export.

    Ā 

  2. In the From dropdown, select the agents' leads that you would like to reassign from.

  3. In the To dropdown, select the agents' leads that you would like to reassign to.

  4. You can use the filter buttonsĀ on each column to filter the leads you would like to reassign such as State, Campaign, etc.

    Ā 

  5. 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.)

  6. Click 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 using the dropdown next to the page count.