In the video we show you how leads are assigned to sales reps.

Automatic way via forms:

1. Go to marketing and choose the tab “forms & landing pages”. 
2. Create a new form and go to “form actions”.
3. From form actions you can assign the lead to either a specific sales rep or to a role. The result is that whenever a prospect or customer converts using the form, a lead is assigned to either the specific sales rep or a sales rep within the role you choose.
4. When someone converts on the form the sales rep will be notified inside Upsales and their phone if they are using the Upsales app.
5. An activity is created so that the sales rep can call the lead.