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Bulk Reassigning Leads

If you need to redistribute leads from one sales officer to others (for example when a staff member leaves), use Bulk Reassign.

How to bulk reassign

  1. Go to Leads
  2. Filter by the relevant campaign (Ads filter) and/or assigned staff
  3. Click Select all X leads at the top of the list
  4. Click Reassign in the action bar that appears
  5. Choose which staff should receive the reassigned leads
  6. Preview the distribution - see exactly how many leads each staff will receive
  7. Confirm

Leads are distributed evenly across the selected pool using round-robin logic.

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