A lead belongs to the person who scanned it. When someone else should take it over, for example the rep for that region, reassign it in the dashboard. The lead then shows up in their app and dashboard.
Team admins and managers on the Teams plan can reassign leads.
#Reassign leads
- On dash.swopi.co open Contacts.
- Select the leads you want to hand over.
- Click Reassign.
- Pick a team member and click Confirm.
You can only reassign your company's leads, and only to a member of the same team.
#When a team member leaves
When you delete a user in Users, the dashboard asks who gets their leads (Their leads go to). Pick a colleague and the leads move to them before the user is deleted. Without this, the leads would be deleted with the user.
#Add leads to an event
The same selection in Contacts also has Add to event. It assigns the leads to a team event, for example when someone scanned them without an event selected.