Bulk Assigning Leads

Learn how to bulk assign leads

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Navigate to Leads
2. Team Member Users and Super Admin users will see a Bulk button on the right hand side of the screen
3. Click on Bulk > Bulk Assign
4. Any leads imported under a user of Unassigned Leads with a Lead Status of Prospect can be bulk assigned from this page.
5. Select the relevant Campaign under the Campaign dropdown
6. Select the Lead Generator and the Account Manager that you would like to bulk assign leads to
7. Enter the number of leads you would like to bulk assign in the Batch Size box.
8. Click Save
9. Leads will be assigned to the appropriate Lead Generator and Account Manager, with leads prioritised