LeadDriver | Lead Assign / Reassign Process

Assigning unassigned Leads:

When dealing with an unassigned lead, simply navigate to the lead, click on "Assign" and choose the designated salesperson.

Reassigning Leads:

In cases where a lead is already assigned but needs to be assigned to another salesperson, the process remains the same.

Step 1

From any of the starting points, click on "Re-Assign"

Step 2

Select your chosen salesperson and hit "Re-Assign Lead".

Step 3

Within the conformation box, confirm if you wish to include all upcoming Tasks/Appointments and hit 'Re-Assign Lead'