How to Assign a Lead to a Teammate

Note: the lead detail page has a "More" menu item called "Assign Owner" — it's a placeholder that just shows a "coming soon" message and does nothing. Use the Assignment card described below instead. If you need to reassign several leads at once, see How to Bulk-Reassign Leads instead.

Assign (or reassign) a specific lead to a specific person on your team.

Before you start

The right to assign leads.

Steps

1. Open the lead's detail page.
2. Find the Assignment card and click its pencil icon.
3. In the Assigned Agent field, search for and pick a team member (or click the clear icon to unassign it).
4. Click Save.

What you'll see

The lead is now assigned to that person, and they're notified by email. The lead's Agent field on the browser/list view updates accordingly.