How to Re-assign Leads? – Meritto

Introduction

Re-assigning leads is crucial for ensuring timely follow-ups, optimizing performance, and enhancing the student experience by matching leads with the most suitable and available team members. This process helps prevent leads from being neglected, maximizes conversion rates, and maintains a balanced workload among the counselors.

The process of transferring or reassigning leads to a new owner requires only a few clicks, making it a seamless and efficient task.

To reassign Lead from Leads Manager

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Navigate to Leads Manager and select Manage Leads.
Search for the required lead
Hovering on the right edge of the lead column, three dots become visible.
Click on the three dots
A pop-up titled "Re-assign Lead" will open.
Select the 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

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Navigate to Leads Manager > Manage Leads.
Search for the lead you want to reassign.
Click on the Registered Name (Testing 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 lead owner from the To drop-down.
Select the lead owner you want to re-assign to from To drop-down
Click on the Save button.

To reassign leads in bulk:

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 another.

To re-assign the unassigned leads

Navigate to Leads Manager > Manage Leads.
To search for unassigned leads, Click on the advance filter present on the right top of the lead manager page
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 three dots present at the right edge of the lead manger page
From the drop-down choose "Re-assign Leads".
A box named "Re-assign Leads" will open.
Choose the name of the lead owner to whom the leads need to be re-assigned.
Click on "Save".
A pop-up will appear regarding the request you can check the update of the request by clicking there.
Upon clicking on the pop up you will be directed to the user request report page where you can check out the update of reassignment

You want to re-assign the lead from one counselor 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 you want to select all the leads then you can select them by clicking on Select all XXXX leads, shown above the table.

Click on the three dots present on the right top of the lead manager
From the drop-down choose "Re-assign Leads".
A box named "Re-assign Leads" will open.
Choose the name of the 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.