How To Basics: Manually assigning/re-assigning leads

There are two ways to accomplish this.

Method 1: From the View Leads Page edition icon - all.png

Click on the 'Leads' Tab to load the View Leads Page. Use sorting and filtering to locate the lead(s) to be assigned/re-assigned (review this article for details on filtering and sorting).

First, use the check-boxes located on the far left-hand column to select leads.



Next, click the small arrow icon at the top of the check-boxes column to bring up a menu.



The Assign Leads pop-up window will appear. Select the name of the user to assign leads to that user:



Method 2: Batch Processing edition icon - advanced.png

To move large numbers of leads Batch Processing can be employed. Click her for a detailed article on batch processing.

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