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2 min readBasicAgentManagerAdmin

Assigning a lead to another rep

Move a lead to another rep (or unassign it) in three clicks.
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Steps

  1. 01

    Open Lead details

    Lead details›Handling agent›✎

    On the lead card click Lead details. Next to Handling agent click the pencil.

  2. 02

    Pick a rep and save

    In Change handling agent choose a rep (or No agent) and click Save.

    You should see: You see "Agent updated". The new rep gets a notification and the lead joins their team.
    Note: A rep who hands a lead to someone else may no longer see it (if they only see their own leads).

Questions

Can I assign many leads at once?

Yes — managers: Control panel → Leads → select leads → Assign to agent.

How do new leads get a rep automatically?

Through campaign distribution and routing rules. See Lead routing & distribution.