Requires administrator rights or the following permission: Leads (edit) |
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 left menu and choose Leads.
Use the filters in the Warehouse menu on the right to find the leads you'd like to reassign.
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.
To limit how many leads are assigned to the user, 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.