Assigning and Unassigning Leads

Used in these workflows

• Assign, Reassign, and Unassign Leads
• Work a Fresh Lead Through to First Deposit

• What it is: This is the tool for manually assigning leads to a specific agent or removing leads from their list.
• How to Assign Leads:
  1. Navigate to Leads > Assign.
  2. Use the search box to Select an Employee.
  3. Expand the Assign leads to an employee section.
  4. Select a Lead Pool to view a list of available leads.
  5. Check the box next to the leads you want to assign and click the assign button.
• How to Unassign Leads:
  1. Follow steps 1 and 2 above.
  2. Expand the Unassign leads from an employee section to see their current lead list.
  3. Select the leads you want to remove and confirm the action.

Figure: Lead Assign and Unassign