How to Assign a Lead to an Owner

In this, we'll cover

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1) How to Invite a Team member on the platform?

2) How to assign a lead to the Owner?

3) How to assign bulk leads to the Owner?

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1.How to Invite a Team member on the platform?

Kindly refer to the link -How can I add my Team member?

2.How to assign a lead to the Owner?

Transferring Lead to someone is basically assigning admin to the lead or making the owner of the lead. In order to transfer the lead to owner or admin you can follow to basic steps:

  1. Navigate to the Leads module on the Dashboard.

  2. Select the lead from the table list.

  3. Click on the Update option available.

  4. Scroll down to the owner and choose the owner from the drop-down list.

  5. Click on Save.

3.How to assign bulk leads to the Owner?

If you want to assign bulk leads to the owner you need to follow the following steps:

  1. Navigate to the Leads module on the Dashboard.

  2. From the Lead, listing table select the leads to which you want to assign the owner.

  3. Then click on the ellipsis icon ( three dots) and select change owner from the option and select the owner name to whom you want to assign the leads.

Here you go!!!

 

If you have any queries reach out at support@clientjoy.io