Article Overview
This article will walk through the steps to change a Lead's ownership from one user to another. It will also cover how to change lead ownership in bulk with the Lasso tool.
TIP: Ensure the "Shared Leads" filter is set accordingly in the SalesHub Map on your mobile device. Your Role will need the "Manage Others Leads" permission enabled.
Part 1: Lead Ownership Permission
This part will describe the necessary permissions your role must have enabled in order to perform lead ownership changes.
- From the SalesRabbit Web App, navigate to "Settings" -> then "Roles & Permissions".
- Select the "Role" you'd like to enable/disable this permission for.
- Enable/Disable the toggle for "Manage Others' Leads".
- Set the "Level" you'd like this role to have the permission enabled for.
Part 2: Change Lead Ownership for Individual Leads
This part will demonstrate how to change lead ownership from one user to another for an individual lead.
- From the SalesRabbit iOS Mobile App, navigate to the "SalesHub" map -> select the existing lead you'd like to change ownership for.
- To edit lead ownership, click that lead's "Edit" pencil icon.
- This will bring you to that lead's information page.
- To edit ownership of the lead, navigate to the "Sharing" section and select your (or the lead owner's) name.
- A list of other users will appear. Select the user you'd like to own that lead -> click "Done".
- You've successfully reassigned lead ownership of a single lead from one user to another!
- Note: be sure to have the "Shared Leads" filter enabled to view reassigned leads on your map. Leads owned by other users will be bolded with the lead owner's user color on the SalesHub map.
Part 3: Reassigning Lead Ownership in Bulk
Bulk lead ownership assignments can be done in the SalesRabbit iOS Mobile App using the Lasso Tool. This part will demonstrate how to reassign a leads to a different lead owner in bulk using the lasso tool.
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From the SalesRabbit iOS Mobile App, select "SalesHub" -> navigate to a group of leads you'd like to change owner for -> select the "Lasso Tool" icon on the left side.
- Note: you may want to ensure you've enabled the "Shared Leads" filter.
- Use your finger to trace around and lasso the leads you'd like to update lead ownership for.
- After lassoing, select "Ownership".
- From here, select the user you'd like to be assigned the lassoed leads -> "Update" and continue.
- The lassoed leads will now be owned by the newly selected owner.
- Note: be sure to have the "Shared Leads" filter enabled to view reassigned leads on your map. Leads owned by other users will be bolded with the lead owner's user color on the SalesHub map.