On the Leads page, tick the box next to each lead you want. A bar appears at the bottom with Assign, Group, Contact and More. Choose an action and it applies to every selected lead.
Steps
- Go to Leads.
- Tick the box at the start of each row. Use the box in the header row to select several at once.
- Look at the bar at the bottom. It shows how many leads are selected, for example "2 selected".
- Choose an action:
- Assign gives the leads to a teammate.
- Group adds the leads to a group, which you can filter by later.
- Contact opens a menu of ways to reach the selected leads.
- More has other actions.
- Click the X at the right of the bar to clear your selection.
Who can assign leads
Assigning leads depends on your role. Sales Reps work their own records, and Team Leads can assign leads. See How to add teammates and assign roles in FlowForce.
Find leads by owner
The Assigned to column shows who owns each lead. To see one person's leads, open Filter and choose a name under All Users.
If it did not work
The bar does not show. Tick at least one box. The bar only appears when something is selected.
I cannot assign leads. Your role may not allow it. Ask an admin to check.