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Assign a Team Member to a Lead

Overview

This section explains how to assign an unassigned lead to a team member within a funnel. Assigning leads helps distribute responsibilities among team members and ensures timely follow-up and lead management.

Prerequisites

Before assigning a lead, ensure that:

  • The required lead has been created.

  • Team member details have been added to the CRM.

  • The funnel has already been created.


 
Sample product
Screen- Assign to Member

Assign a Team Member to a Lead

Overview

This section explains how to assign an unassigned lead to a team member within a funnel. Assigning leads helps distribute responsibilities among team members and ensures timely follow-up and lead management.

Prerequisites

Before assigning a lead, ensure that:

  • The required lead has been created.

  • Team member details have been added to the CRM.

  • The funnel has already been created.

Steps to Assign a Team Member to a Lead

  1. Click theThree-Dot Menufrom the main navigation panel.

  2. Select the Funnel module.


Sample product
Screen- Access Funnel Module
3.From the Funnel Dashboard, select the required funnel and click View Leads for the selected funnel.
The Funnel Stages screen for the selected funnel will open.

Sample product
Scrren- Access to View Lead Details
 

Now click theThree-Dot Menu available in the header section of the Funnel Stages screen.

4.Select Unassigned Lead from the available options to display all unassigned leads.


Sample product
Screen- Unassigned Lead
 

Now click will redirect to unassigned lead screen.Locate the lead you want to assign.

5.In theAssigned Tocolumn, click the dropdown corresponding to the selected lead.


Sample product
Screen- Navigate Assign to Team Menu

A list of available team members will be displayed.

6.Select the desired team member from the list.


Sample product
Screen- Select Team Member

Result

The selected lead is assigned to the chosen team member. The assigned team member can now manage, track, and follow up on the lead within the CRM. Refer the first screen in this section to view the team member successfully assigned.