HELP
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
- Go to Leads
- Filter by the relevant campaign (Ads filter) and/or assigned staff
- Click Select all X leads at the top of the list
- Click Reassign in the action bar that appears
- Choose which staff should receive the reassigned leads
- Preview the distribution - see exactly how many leads each staff will receive
- Confirm
Leads are distributed evenly across the selected pool using round-robin logic.
Was this helpful?