Lead Edit: Assigning Leads in Bulk

There are two ways to accomplish this.

Method # 1: From the View Leads Page 

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).

1. Use the check-boxes located on the far left-hand column to select leads.


       2. Click the small arrow icon at the top of the check-boxes column to bring up a menu.



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


Method 2: Batch Processing 

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

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