How to Assign and Reassign Lead Ownership

Overview
Ensuring every lead has a clear owner keeps follow‑ups timely and accountability high. You can assign ownership on creation or reassign at any time.

Steps

1. Navigate to Leads → Lead Contact.

2. Open the lead’s detail view.

3. Click the Owner dropdown at the top.

4. Select a new team member or role.

5. Click Save—the new owner receives a notification.

Tips

• Use round‑robin assignment when adding new leads to balance workload.

• Reassign stale leads (no activity in 7 days) to a follow‑up specialist.

• Document ownership changes in a note for audit trails.

Troubleshooting / FAQs

• Owner dropdown not editable: Check that your role has “Edit Lead Owner” permission.

• No notification sent: Verify the new owner has portal access and email notifications enabled.

• Bulk reassignment needed: Select multiple leads, then use Bulk Actions → Change Owner.