Assigning a lead

The lead assignment process in LeadTray allows users to efficiently manage lead responsibility within a visibility group. Below are the key aspects of this process:

Assigning a New Lead

Steps for Assigning a New Lead:

1. When a new lead is created in LeadTray, it is available to be assigned to any user within the visibility group.
2. The user wishing to assign the lead to their account must access the lead's detail view.
3. In the lead's detail view, the user will find a designated button for lead assignment. Clicking on this button assigns the lead to their account, making it their responsibility.
4. Once assigned, the lead will be reflected in the user's list of assigned leads, and its status will be updated accordingly.

Reassigning a Lead

Steps for Reassigning a Lead:

1. If a lead has already been assigned to a user and another user accesses the lead's detail view, they have the option to reassign it to their account.
2. In the lead's detail view, the user who wishes to assume responsibility for the lead will find an option to Assign.
3. Selecting this option reassigns the lead to the user's account, becoming their new responsibility.
4. The lead's information and history will be updated to reflect the new responsible party.

Important Considerations

• Users must ensure they have the necessary permissions to access and assign leads within the visibility group. User permissions and assignment rules should be properly configured in LeadTray.
• Effective communication within the team is crucial to avoid constant lead reassignment. Reassignment should be performed when necessary and beneficial for lead management.

The lead assignment process in LeadTray is an essential tool for efficiently distributing workload and ensuring proper lead tracking. Users can assign and reassign leads as needed, enhancing efficiency and collaboration in lead management.