Reassigning a lead to another user

Automatic Reassignment via an Integrated System

Automatic reassignment is a supported feature of many integrated systems. With this feature, Conversica will pick up on reassignment from your integrated system and automatically reassign the lead/customer to the new rep in the dashboard.

Reassignment in Conversica

User Permissions

• Reps can manually change the assignment for their assigned leads. This action can only be accessed from the Lead Profile. 
• Managers can manually reassign leads for any rep. This action can be performed from the Lead Manager or the Lead Profile.

How to Reassign a Lead in the Lead Profile: 

1. Open the Conversica Lead Profile. 
2. Go to Rep Reassign and select a rep from the drop-down.
3. Click Reassign and select the rep that the lead should be reassigned to from the drop-down menu.

How to Reassign a Lead in the Dashboard: 

1. Navigate to Lead Manager > List View.
2. Find the lead you wish to reassign.
3. Click the Actions drop-down next to the lead name, and hover over Reassign Lead.
4. Select the rep that the lead should be reassigned to from the drop-down menu.

Note: When a lead is manually reassigned in Conversica this will not change the lead assignment in your CRM or integrated system.