Assigning Leads

Assignment lets you assign leads to specific team members so everyone knows who owns each lead. You can assign leads one at a time from the Lead Detail drawer or in bulk from the Kanban board.

Assigning a Single Lead

1. Open the Lead Detail drawer by clicking a lead card on the Kanban board.
2. Find the Assign control (usually in the header or a dedicated section).
3. Click the assign dropdown or button.
4. Select a team member from the list.
5. The assignment saves automatically. The assignee's name (or avatar) appears on the lead card and in the drawer.

Unassigning: Choose "Unassigned" or "None" from the same dropdown to remove the assignment.

Bulk Assigning Leads

When you need to assign multiple leads at once:

1. On the Kanban board, select the leads you want to assign:
   • Use checkboxes on each card, or
   • Use Select all (e.g., in a column or filtered view).
2. Click Bulk actions or the Assign button in the toolbar.
3. Choose the team member to assign to.
4. Confirm. All selected leads are assigned to that user.

Tip: Combine with filters (e.g., "Unassigned" + status "New") to quickly assign a batch of new leads to a team member.

How Assignments Work

• Visibility – Assigned leads typically appear in the assignee's view. Admins and managers may see all leads regardless of assignment.
• Workload – Use filters like "Assigned to me" or "Assigned to [User]" to see workload distribution.
• Activity – Assignment changes appear in the lead's activity history (who assigned, when).
• Reassignment – You can reassign a lead at any time. The previous assignee is replaced; history is preserved.

Best Practices

• Assign early – Assign new leads soon after they arrive so follow-up responsibility is clear.
• Balance workload – Use bulk assign to distribute leads evenly when many come in at once.
• Review unassigned – Regularly filter for "Unassigned" leads to ensure nothing falls through the cracks.

Next Steps

• View leads on the Kanban board
• Open the Lead Detail drawer to edit and add notes
• Filter by assignee