How do I control who is assigned leads?

Each campaign is assigned to a member of your team. Any leads that come out of that campaign will be assigned to them. By default this is the person who created the campaign, but you can change this.

During your campaign setup

Expand the Lead Catcher options and you can change the person the campaign is assigned to:

Inside a campaign's settings:

Inside the "Settings" tab of your campaign, you can make the change:

Pro customers can quickly change multiple campaigns at once

Click the "Campaigns" menu item to see your list of campaigns. Check the boxes of the ones you want to assign and look for the toolbar at the top of the page:

Inside Lead Catcher

You can assign multiple existing leads at once to someone:

When viewing a single lead

Click on the "Assign" dropdown to quickly send the lead to another teammate.

Still need help? Contact Us Contact Us