There are two ways to assign leads to your sales team and sales reps.
Video 1.16: How to assign leads to sales reps
This article covers how to:
Assign automatically via forms
- Click Marketing → Forms & landing pages → Forms:
- Click an existing form or create a new form
- Click Settings → Form actions:
- Click Add more actions:
- Click Assign:
- Complete the following 4 steps:
- Step 1: Click to assign the lead to a user or role, and toggle whether to assign as account manager
- Step 2: (this is done automatically) Company and lead are added to your account
- Step 3: Add any notes, such as where the lead is from, and whether to prioritise:
- Step 4: Click Assign user
- Click an action to edit, or click the Trash icon to delete:
Assign leads manually
- Click Marketing → Leads → Board:
- Click Assign next to the company:
- Click Assign user:
- Choose the user and toggle if you want to set them as account manager:
- Choose the contact name at the contact company for the user to contact:
- Add notes for the user, and whether to prioritise:
- Click Assign Upsales user and that's it!
