How to Re-assign Leads?

Topics Covered in this article.

To reassign lead from Leads Manager.
To reassign lead from Lead Profile.
To reassign leads in Bulk.

To reassign Lead from Leads Manager

• Navigate to Leads Manager > Manage Leads.
• Search for the required lead.
• Click on the gear iconagainst the lead and select Re-assign Lead.
• A pop-up titled "Re-assign Lead" will open.

• By default the current counsellor/lead owner, if any, will be selected in the From option. You can not deselect the current counsellor/lead owner from From drop-down. To deselect the current counsellor/lead owner, you need to re-assign the lead from the lead profile, refer next section in this article. 
• Select the counsellor/lead owner you want to re-assign to from the To drop-down.
• Click on the Save button.

To re-assign Lead from Lead's Profile 

• Navigate to Leads Manager > Manage Leads.
• Search for the lead you want to reassign.
• Click on the Registered Name (test in this case), and a new tab of the User Profile page will open.

• You can see an option Re-Assign Lead on the right side, click on it.

• A pop-up titled Re-assign Lead opens. 

• Select the required counsellor/s from the To drop-down.
• By default the current counsellor/s, if any, will be selected in the From option. You can not deselect the current lead owner from From drop-down. To deselect the current counsellor/lead owner you need to re-assign the lead from the lead profile, refer next section in this article. 
• Select the counsellor/lead owner you want to re-assign to from To drop-down
• Click on the Save button. 

To reassign leads in bulk: 

• Navigate to Leads Manager > Manage Leads.
• The two scenarios here:

1) You want to re-assign the unassigned leads.

2) You want to re-assign the lead from one lead owner to other.

You want to re-assign the unassigned leads.

• To search for unassigned leads, Go to filter just below the "Institute Name".
• The filter to be used: Lead owner equals "unassigned".

• You will get all the unassigned leads.
• Click on the select all option, a "check-box" against Registered Name.

• Click on the "Action" button.

• From the drop-down choose "Re-assign Leads".
• A box named "Re-assign Leads" will open.

• Choose the name of the counsellor/ lead owner to whom the leads need to be re-assigned.
• Click on "Save".

You want to re-assign the lead from one counsellor to other

• The filter to be used: lead owner equals "lead owner name".

• You will get all the leads assigned to that particular lead owner.
• Click on the select all option, a "check-box" against Registered Name.

NOTE: By default, only the leads being shown on the page get selected, If the lead stage of all the leads is to be changed, you can select them by clicking on Select all XXXX leads, shown above the table.

• Click on the "Action" button.

• From the drop-down choose "Re-assign Leads".
• A box named "Re-assign Leads" will open.

• Choose the name of the Counsellor/lead owner to whom the leads need to be re-assigned.
• Click on "Save".

By following the steps mentioned above you will be able to smoothly re-assign leads to their specific owners and make sure to nurture them timely and grow your enrollments.