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KAMOUniverse

How to Bulk-Reassign Leads

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

  1. Go to Leads to open the Lead Browser.
  2. Check the box on each lead you want to reassign — the reassign control only appears once at least one row is checked.
  3. Click Reassign {N} lead(s).
  4. In the Reassign leads dialog, search for and select the team member to reassign to under Reassign to.
  5. Optionally add a note.
  6. 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.

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