Assigning a Lead

Permissions Required: Transfer/Assign a Lead

When a Lead is assigned to another user, the Owner property value is defaulted to the newly assigned user.

Example  

Parker Roy, the Admissions Manager at WorldWaves University, manages a team of ten users that work with lead admissions for courses in Biology. One of the users plans to take a week’s vacation. Parker assigns the leads of this user to another available user that belongs to the same team.

To Assign a Lead

1.  Select the required lead from the Lead Table View.

2.  From the menu bar, click Assign.

Alternatively, right-click the required Lead record in the table view. From the available options, select Assign.

The Assign To dialog box is displayed. The list of users belonging to the same team as that of the original owner of the Lead is displayed.

3.  Select the user to whom you want to assign the lead, and click OK.