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