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LeadManager: Lead Edit: Assigning Leads in Bulk

TOPICS COVERED IN THIS ARTICLE: 

  • How to assign leads in bulk via Normal View

 

 

ENVIRONMENT:

  •  LeadManager

 

 

STEP BY STEP INSTRUCTIONS:

 

Note: Reassignment via Normal View supports 100 leads at a time to one user at a time.

To assign more than 100 leads at once, please use custom reporting and batch processing. Click her for a detailed article on batch processing, which includes assigning leads

 

  1. Click on the Leads, Normal View 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. After sorting, use the check-boxes located on the far left-hand column to select leads.

 ASSIGN_LEADS_BULK1.jpg

 

  1. Right click the small arrow icon at the top of the check-boxes column to bring up the menu.

 ASSIGN_LEADS_BULK2.jpg

 

  

  1. Select Assign Leads. Select the name of the user to assign leads to that user:

 ASSIGN_LEADS_BULK3.jpg

 

  1. Leads will immediately be assigned to the selected user and changes will be reflected in the lead logs.
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