CRM Records: Assign leads to your sales reps

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. “Assign leads to your reps so they know exactly which deals they're in charge of winning.” Watch our video about lead assignment:

   In List ownership and routing

2. Assign during the lead creation process “If you're in the process of manually creating a lead, you'll have the option to choose the assignment.” Assign or reassign from an individual lead page

   In List ownership and routing

3. Assign during an import “Add a new column to your CSV file, then add the name of the user (case sensitive) to each row.” Automatically assign leads to your reps [Growth]

   In List ownership and routing

4. Assign or reassign multiple leads from the Leads page “You can bulk reassign leads with ease!” Assign during an import

   In List ownership and routing

5. Assign during the lead creation process “By default, Nutshell will assign leads you manually create from the + button to you;” Assign or reassign from an individual lead page

   In List ownership and routing

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