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Complex Reassignments of Leads and Activities

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This training article will assist you with pulling an advanced search, saving a list, and how to reassign that list to a different user.

(This procedure is only needed when both user's are assigned to different communities. You must have the status of Admin)

 

1. In order to use this feature of the Admin Section you will need to first create a List via the Advanced Search. 

Please use the links below to learn more about the Advanced Search and creating Lists.

Using the Advanced Search and Lists

Saving and Utilizing Lists

2. Once you have a list created, you then must click on "Admin", on the left side of your profile. Once the Admin menu appears, you have to click on "Reassign". This will bring you to the Reassign page, where you can choose your list of leads that you created. You also need to choose the User that you are sending the Leads to. You can even split the amount of leads and activities between multiple users.

 

 

 

 

 

 

 

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