Every lead should have a single rep responsible for it. Here's how to assign and reassign leads individually or in bulk.
To assign a single lead: open the lead and click the Assigned To field at the top. Select a rep from the dropdown and the change saves automatically.
To bulk-assign multiple leads: go to the Leads list view, check the boxes next to the leads you want to assign, then click Assign in the toolbar that appears at the bottom.
Select the rep from the dropdown and click Apply. All selected leads are updated instantly.
Leads that are unassigned appear with an Unassigned label in red — it's easy to spot and fix coverage gaps quickly.
Use the Leads filter to show 'Unassigned only' and then bulk-assign in seconds after importing a new list or importing storm leads.
Sales Reps can only see leads assigned to them. Managers and Admins can see all leads across all reps.
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