How to assign leads to agents

Go to Leads and select the leads to assign

Only Managers and Owners can assign leads. Open the Leads table and use the checkboxes to select one or more leads.

Click Assign in the bulk action bar

With leads selected, the bulk action bar appears at the bottom of the screen. Click Assign and choose an agent from the dropdown list.

Agents see their assigned leads immediately

Assigned leads appear in the agent's Leads table right away. An indigo badge in the lead row shows which agent is responsible.

Control what agents can see

Go to Settings then Team and find Agent Lead Visibility. Toggle between Shared (all agents see all leads) or Assigned Only (agents see only their own leads).

Reassign leads at any time

Open any lead's profile and click the assigned agent badge to reassign it. You can also bulk-reassign multiple leads using the same bulk action bar.