🖥️Assigning Leads

How to manually or automatically assign leads.

In the pipeline, you'll want to make sure if you have multiple people on your sales team that they are properly assigned to the leads they are working. Here we'll show you how this can be done manually or automatically.

Manually: To manually assign a lead to someone, click on the lead in question and you'll see 'Responsible' on the right side of their profile. Simply select who should be in charge of this contact and it will assign them to the contact.

Automatically: We mentioned automations earlier and those are what we will use to automatically assign a user. If you need to refresh you memory on setting up an automation, you can do so here.

To automatically assign a contact, add a new ongoing automation and under the 'Action' section, select 'Assign Lead to.'

All: If you select this option, the person you select for 'Assigned to' will receive every lead included in this automation.

Round Robin: If you select this option, you can select multiple people to be in a pool of receiving leads and it will rotate through them as new leads come in. If you are worried that the lead might already be assigned, you can select the option at the bottom to make sure the existing user gets overridden with the new selection from the round robin.

Round Robin by Day: Similar to the Round Robin option, in this you are selecting a pool of users who will be assigned the contacts as they are added. However, with this, you can do a different pool for each day of the week, since your team will likely not be working every day and often getting to the leads as quickly as possible is the goal.