There are two ways to assign leads to your sales team and sales reps.

This article covers how to:

• Assign automatically via forms
• Assign leads manually
• Share forms with partners
• Create a custom view showing which partner generates the most leads
• Best practices

Assign automatically via forms

1. Click Marketing → Forms & landing pages → Forms:
   
   
   
   
2. Click an existing form or create a new form
3. Click Settings → Form actions:
   
   
   
   
4. Click Add more actions:
   
   
   
   
5. Click Assign:
   
   
   
   
6. You'll see a series of options:
   
   
   
   
7. Advanced assign the form is available when your form has radio buttons:
   
   
   Click this to assign the form based on the radio button answer:
   
   
   
   
8. After choosing simple assign or advanced assign, assign the lead to a user or role
9. Toggle whether to assign to account manager or set user as account manager:
   
   
   
   
10. Add a description and notes about the lead
11. You can also toggle to prioritise and add the lead to (or create) a call list:
    
    
    
    
12. Click the Assign button and the action now appears under Form actions:
13. Click an action to edit, or click the Trash icon to delete:
    
    

Assign leads manually

1. Click Marketing → Leads → Board:
   
   
   
   
2. Click Assign next to the company:
   
   
   
   
3. Click Assign user:
   
   
   
   
4. Choose the user and toggle if you want to set them as account manager:
   
   
   
   
5. Choose the contact name at the contact company for the user to contact:
   
   
   
   
6. Add notes for the user, and whether to prioritise:
   
   
   
   
7. Click Assign Upsales user and that's it!
   
   

Share forms with partners

You can share a direct link to your form, or embed it on your website. 

1. Click Marketing → Forms & landing pages → Forms:
   
   
   
   
2. Click the form to bring up the Form Dashboard. Click Publishing options. 
   
   
   
   
3. To share a direct link, click Copy on the untracked link:
   
   
   
   
4. To embed the form on your website, scroll down to Embed on website and copy the code. You can change the pixel width and height of the form by adjusting the numbers:
   
   

Create a custom view, showing which partner generates the most leads

1. Click Marketing → Forms & landing pages → Forms and click Filter:
   
   
   
   
2. Search for the form:
   
   
   
   
3. Click Save list:
   
   
   
   
4. You can now share the list with users and roles:
   
   

Best practices