Reassign Leads
If a different team member is better suited to handle a lead, you can easily reassign it to keep things moving forward.
Things to Keep in Mind
- Owners and Managers can reassign leads.
- Leads can only be reassigned if they are in New or Qualified status.
How to Reassign a Lead
- Go to Leads: Navigate to Leads from your sidebar.
- Open a Lead: Click on the lead you want to update to open the Summary view.
- Reassign Lead: Click on the three dots and select Reassign.
- Select a New Member: Choose a member to reassign the lead to, and click Confirm.
Need More Help?
Contact our support team.