How to Re-assign Leads? – Meritto

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

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.
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

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 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, 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 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 you wan to select all the leads then 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 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.