Skip to main content

Reassign leads in bulk

Quickly reassign multiple leads to different team members at once, keeping your team's workflow efficient and organized.

Updated over a week ago

Overview

Required subscriptions: This feature is available for the following plans: DBC and ELC.

This article outlines the simple steps to reassign multiple leads simultaneously to another team member within Popl. Efficiently manage and redistribute your team's workload to keep processes smooth and organized.

For broader information on lead management, please see our Lead Management Guide.


Reassign leads

As an Admin, you have access to edit the member assignment for all leads. As a Subteam Admin, you have access to edit the member assignment for the members of your subteam only.

Follow these steps to reassign your leads in bulk:

  1. Navigate to your Leads page.

  2. Select the leads you wish to reassign by checking the box next to each lead's name.

Selecting a new lead owner

After selecting your leads:

  • Click 'Reassign' located in the bottom menu.

  • Select the team member you wish to assign these leads to from the dropdown menu.

Note: Ensure you're assigning the leads to the correct team member for efficient follow-up.

Confirming reassignment

After selecting the new owner:

  • Click 'Yes, reassign lead' to finalize the reassignment.

The leads will now immediately reflect the new owner's details.


💡 Tip

Need more help? Get support from our team

Chat with us or email us at [email protected]

Did this answer your question?