Move a batch of leads to a different team member in one action, from the Lead Browser.
Before you start
The right to manually reassign leads. (Different from the single-lead Assignment right — this is a separate, more powerful permission.)
Steps
- Go to Leads to open the Lead Browser.
- Check the box on each lead you want to reassign — the reassign control only appears once at least one row is checked.
- Click Reassign {N} lead(s).
- In the Reassign leads dialog, search for and select the team member to reassign to under Reassign to.
- Optionally add a note.
- Click Reassign {N} lead(s) to confirm.
What you'll see
All selected leads move to the chosen team member, who is notified by email.
Makala zinazohusiana
Baadhi ya viongozi wakijibu maswali yaliyo karibu.
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