Leads

Bulk assign leads

Select multiple leads and assign them to members at once.

Bulk assign saves time when you split a list across reps.

On web

  1. Open Leads and enter selection mode.
  2. Check the leads you want to reassign.
  3. Click Assign and pick one or more members.
  4. Confirm.

On mobile

  1. Long-press a lead to start selection.
  2. Tap more leads to add them.
  3. Open the bulk actions bar and choose Assign.
  4. Pick members and confirm.