Requires administrator rights or the following permission: Leads (edit) |
If you want to assign leads to a specific agent, you can do so through Warehouse Leads.
The leads will be assigned as a private callback.
Go to Warehouse in the menu on the left and choose Leads.
Use the filters in the Warehouse menu on the right side to find all leads that you'd like to re-assign.
Go to the Actions tab and choose Assign as a callback.
Under Assign as, choose Private callback. Afterward, choose the user you'd like to assign the leads to.
If you want to limit how many leads should be assigned to the specific user, you can specify that in Number of affected leads.
Finish by clicking Assign leads.
The leads have now been assigned as a private callback to the user you've chosen.