Assign leads

Overview

Before you start

[!IMPORTANT] - Role permissions: The current employee must have Lead pool administrator permission for the current Lead pool, or global Edit permission for Sales Leads. - Lead status: Leads in a Lead pool must be Not Assigned, Pending, In Follow-Up, or Invalid.

Steps

Method 1: Assign Leads in bulk from the list page

1. In the CRM frontend navigation, click Sales Execution > Lead Pool.
2. In the list on the left, select the target Lead pool.
3. In the Lead list, select one or more Sales Leads to assign.
4. In the action bar above the list, click Assign.
5. In the Assign Leads dialog, click the Owner field, then search for and select the receiving sales rep.
6. Click OK.

Method 2: Assign a single Lead from the details page

1. In the CRM frontend navigation, click CRM > Lead Pool.
2. Click the Lead Name of the target Lead to open the details page.
3. In the upper-right corner, click Assign, or open the More drop-down menu and select Assign.
4. In the dialog, search for and select the target Owner.
5. Click OK to finish the assignment.

[!NOTE] After assignment, the system records the action in the Lead’s follow-up history and change log.

[!NOTE] Default Lead pool assignment can send newly pooled Leads directly to specified employees. If the receiver exceeds the holding quota, assignment may fail.

Expected results and verification

• After successful assignment, the Sales Lead Owner changes to the specified sales rep.
• Lead status changes to Pending.
• The receiver gets a real-time system task reminder and notification.

Troubleshooting

• If the operation fails, check permissions, object status, and target scope first.

[!NOTE] Glossary alignment: Designated Personnel, FAQ.

Related topics

• Claim Leads
• Transfer Leads
• Reclaim Leads
• Manage Lead pools