Steps
- Open a lead, click Edit and pick Assigned to. The owner gets that lead's follow-up reminders.
- To hand out new leads by themselves, open the gear on the Leads Dashboard, tick Auto-assign new leads and save. Each new lead goes to the next person in turn.
- A staff member sees only the leads assigned to them, plus ones they added that nobody owns yet, unless their role has Everyone's Leads.
- Give or remove Everyone's Leads in your staff roles and permissions, next to Leads & Follow-ups.
Good to know
The owner of the business always sees every lead.
On Leads, choose a person or Unassigned under Anyone's to see who has what. (cannot work leads) marks someone who still holds leads: their reminders and alerts come to you, so reassign those leads.
Only people who can open Leads get leads: the owner, and staff given Leads & Follow-ups (in their role or just for them). Online shop customers and society residents are never offered.