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

1. Owners and Managers can reassign leads.
2. Leads can only be reassigned if they are in New or Qualified status.
   

How to Reassign a Lead

1. Go to Leads: Navigate to Leads from your sidebar.
   
2. Open a Lead: Click on the lead you want to update to open the Summary view.
3. Reassign Lead: Click on the three dots and select Reassign.
4. Select a New Member: Choose a member to reassign the lead to, and click Confirm.
   

Need More Help?

Contact our support team.

• Related Articles

• Assign Leads

  Assigning a lead helps ensure the right team member follows up and takes the next steps to convert it into a deal. Things to Keep in Mind Owners and Managers can assign leads. A lead can only be assigned to one member at a time. How to Assign a Lead ...

• What is Leads

  Leads is where you can view and manage people who have dropped a query from your store. It helps you identify potential customers and take the next steps to engage with them and convert them into a deal. Things to Keep in Mind Owners and Managers ...

• Understand Leads Summary

  The Leads Summary view gives you a complete picture of each lead, from how they came in, to what they need, and how far they’ve progressed. What You Will See At the top of the page: Assigned Member: Who is handling the lead Created Date: When the ...

• Understand Leads Statuses

  Lead statuses help you track where a lead stands in your sales journey. Each status represents a stage of progress or outcome for that lead. New: The lead has just been added to your workspace and hasn’t been qualified yet. Qualified: You’ve ...

• Delete a Lead

  Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...