Changing Lead Ownership
1) Click the icon showing a finger with a curved line in the lower right hand corner.
2) Using your finger or stylus, draw a shape around Leads. A pop up menu will appear at the bottom of the device screen.
Note: make sure your Shared Leads filters are properly set prior to drawing this outline (whether it be turning it off entirely or including Leads owned by other people).
This menu will contain:
The total number of Leads Lasso'd.
The break down and number of each Lead Status and the number Lasso'd.
The names of everyone that owns Leads within the selection.
All of the "actions" available within this selection.
You have the option to exempt any of the Lead Statuses and/or any of the Lead Owners by deselecting them within the menu.
3) Once you have deselected any applicable Lead Owners and Lead Statuses, the selected individual(s) and statuses will be darkened and the colors of the deselected users and statuses will show inverted.
Click "Status."
4) You will be able to choose from the list of active Lead Statuses in your organization. Either go through the list of statuses or search for the user using the magnifying glass.
Once a check mark appears to the right of the individual you wish to assign the Leads, click "Save" in the upper right hand corner.
5) You will be prompted to confirm the Lead Status change. This action cannot be reversed.
