1. Feature Overview
You can assign or change the ownership of a Lead to another user in your LeadSquared system. You can also assign the ownership of multiple leads to another LeadSquared user as well.
Example: A sales user in London is assigned a lead from London. However, the lead changed their location to Manchester. In this scenario, you would want to assign this lead to a sales user in Manchester, to work with the lead.
This articles helps you to understand the following:
- How to Change the Lead Owner of a Single Lead
- How to Bulk Update the Lead Ownership of Leads
- How to Change the Lead Owner of Multiple Leads
2. Prerequisites
- You should be logged into your LeadSquared application.
- You should be an Administrator/ Marketing User/Sales Manager or the Manager of a Sales Group to change the ownership of a lead to another user.
3. How to Change the Lead Owner of a Single Lead?
- From the default LeadSquared dashboard, Navigate to Leads>Manage Leads.
- Alongside the relevant lead, click on the
icon. From the dropdown, select Change Owner. The Change Owner pop-up box appears. - From the Update To dropdown, Select the relevant Lead Owner you want to change the leads to.
- Click Save.
4. How to Change the Lead Owner of Multiple Leads?
- From the Manage Leads window, determine and select the required leads under the list of leads.
- Above the list of leads, click on More Actions on the menu that appears. From the dropdown that appears, click on Change Owner.
- From the Update To dropdown, Select the relevant Lead Owner you want to change the leads to.
- Click Save.
5. How to Bulk Update the Lead Ownership of Leads?
From the Manage Leads window, you can only select upto 200 Leads in a page to change the ownership. To bulk update the ownership of all the leads in your system –
- From the Manage Leads window, select all the leads by clicking on the checkbox alongside the Lead Name tab.
- Click on Bulk Update from the menu that appears. The Bulk Update pop-up box appears.
- Enter the following details:
- Lead Field – Select the value Owner from the dropdown list.
- New Value – Select the relevant Lead Owner you want to change the leads to from the dropdown list.
4. Once the correct details are entered, click Save.
Any Questions?
Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!
Can the Carter notifications be turned off temporarily for bulk lead ownership changes?
Hi, Scott. Yes, this can be done by turning off (disabling) the template that’s used to notify your users when there’s a lead owner change. To do this, navigate to Apps>Manage Nudge Templates, and under Status, disable the slider alongside the Lead owner change template. Hope this helps!
