Reassigning Selected Leads
Reassigning a group of leads to a particular Sales Rep is done through the Leads Tool. In this case, the current Sales Reps on the leads may all be different. All open tasks and scheduled (future) appointments for the leads will be reassigned to the new Sales Rep.
To reassign leads:
1) Make sure you are logged in with an ID that has administrative privileges.
2) Click on View->Leads.
3) Display a list of leads that includes the lead(s) you want to reassign.
4) Click on the SEL box of each lead in the list that you want to be reassigned to the same user so a checkmark appears.
5) Click on the
button. The following form appears.
6) In the To User field, select the Sales Rep that should be assigned to the lead(s).
7) If you want the leads to have a new status, select a status from the New Lead Status field.
8) Click on checkboxes as needed. See the following table.
9) Click on Save.
|
Field |
Description |
|
Reassign Accounts From |
Displays Relative Assignments because the leads may not have the same From Rep. |
|
To User |
Select the Sales Rep name from the list that will be assigned to the selected leads. (To Rep) |
|
New Lead Status |
Select a status to assign to all the selected leads. Leaving the field empty will allow the leads to keep their current status. |
|
Send Lead Assignee an Email |
Check to send the To Rep an email for each lead
that is reassigned. |
|
Send Lead Assignee a Task |
Check to create a task
assigned to To Rep for each lead that is reassigned. |