Managing and reallocating leads just got faster and easier! We're always looking for ways to improve your experience, and our enhanced “Lead Bulk Reassignment” feature is designed to do just that. With this new shortcut, you can reassign leads across your team in just a few clicks—making the process more efficient and ensuring every opportunity is maximized and no student is left behind.

Whether you need to transfer leads between counselors or distribute them based on specific criteria like status, stage, or any custom field, this tool offers unmatched flexibility. It’s not just about speed—it’s about giving you powerful, customizable options that cater to your unique needs. You're always in control, from balancing team workloads to managing large lead volumes or using round-robin allocation for even distribution.

Plus, with real-time updates and detailed tracking, your team will stay aligned, and no lead will slip through the cracks.

Key Features: 

1. Efficient lead redistribution: Easily reassign single or multiple leads from one owner to another with just a few clicks. Whether you need to manage a high volume of unallocated leads or redistribute leads with a specific stage, course, or any field, this feature makes the process smooth and straightforward, ensuring every lead is where it needs to be.

2. Customizable reassignment options: Your organization’s lead allocation needs are unique, so your reassignment options should be too! With this feature, you can choose exactly how you want to reassign leads—whether it's adding new owners, replacing current ones, or even unassigning leads altogether. This flexibility lets you customize the process to fit your specific needs and workflows, making lead management as smooth and tailored as possible.

3. Round-robin allocation: Custom logics are great, but at times simpler flow is just what you need. With the roundrobin allocation feature, you can effortlessly distribute leads evenly among your counselors. This method ensures everyone shares the workload fairly, and no lead slips through the cracks. It’s an easy, efficient way to keep things balanced and ensure every lead gets the attention it deserves.

4. Real-time updates and notifications: Stay in the know with instant updates on lead ownership changes, ensuring your team is always up-to-date with the latest assignments. You’ll also receive email notifications for successful reassignments, so they’re always aware and ready to act. With this, you get full transparency and tracking capabilities, making it easier to monitor and report on your leads with confidence.

5. Detailed tracking and reporting: Need to know who handled a lead before? With the previous and first lead owner columns and filters, you can easily track reassignment history and see timestamps for every change. This feature provides a comprehensive view of lead management activities, enabling better tracking and decision-making.

How to Re-assign Leads?

Note: At any given time, an account operates under either the Single Counselor Allocation flow or the Multi-Counselor Allocation flow. Only one of these flows will be active and visible to users based on the account's configuration.

(For Single Counselor Allocation Accounts)

How to Re-assign a Single Lead?

1. Choose a lead and go to the single action menu.
2. Click on the Reassign Lead button.
3. Choose the new owner from the dropdown menu in the Assign Owner dropdown.
4. Add any Re-assignment remark if needed. 
5. Confirm reassignment by clicking on the “Reassign Leads” button, including transferring follow-ups or queries if prompted.

Reassign single lead

Reassign a single lead with just the "Assign to" dropdown

How to Bulk Reassign Leads to a Single Owner or Distribute Using Round Robin?

1. Select multiple leads for reassignment.
2. Click on the Reassign Leads button from the Bulk Action menu.
3. Choose the distribution method:
   Individual assignment: If you wish to assign leads in bulk to a single owner.
   
   Round-Robin assignment: If you wish to re-assign leads in bulk across different owners in a round-robin manner. 
4. Select the new owner from the Assign Owner dropdown in case of Individual Assignment. 
5. Alternatively, if you opt for the Round-Robin Assignment, select the desired owners/teams from the "Assign Owner" dropdown to evenly distribute the leads among them.
6. Add any Re-assignment remark if needed. 
7. Confirm reassignment by clicking on the “Reassign Leads” button, including transferring follow-ups or queries if prompted.

Reassign bulk leads 

Reassign bulk leads using the "Individual Assignment" distribution method

Reassign bulk leads using the "Round-Robin Assignment" distribution method

Reassign bulk leads using the "Round-Robin Assignment" distribution method with Owner/Teams dropdown 

(For Multiple Counselor Allocation Accounts)

How to Re-assign a single lead?

1. Choose a lead and go to the single action menu.
2. Click on the Reassign Lead button.
3. Choose the Reassignment type:
   Add Owner: When selecting “Add Owner” as re-assignment type, the owner will be added to the existing owner.
   
   Remove and Add Owner: When selecting “Remove and Add Owner” as the re-assignment type, the existing owner will be removed, and a new owner will be added on a lead. 
4. Choose the new owner from the dropdown menu in the “Assign Owner” dropdown in case of the “Add Owner” reassignment type. 
5. If you opt for the “Remove and Add Owner” reassignment type, select the owner(s) to be removed from the lead using the “Remove from” dropdown and choose the new owner to be added using the “Assign Owner” dropdown.
6. Add any Re-assignment remark if needed. 
7. Confirm reassignment by clicking on the “Reassign Leads” button, including transferring follow-ups or queries if prompted.

Re-assign a single lead with the option of "Add Owner" or "Remove and Add Owner" 

How can I bulk reassign leads using the "Add Owner" or "Remove and Add Owner" options, or distribute them among multiple owners using the Round Robin method?

1. Select multiple leads for reassignment.
2. Click on the Reassign Leads button from the Bulk Action menu.
3. Choose the distribution method:
   Individual assignment: If you wish to assign leads in bulk to a single owner.
   
   Round-Robin assignment: If you wish to re-assign leads in bulk across different owners in a round-robin manner. 
4. Choose the Reassignment type:
   Add Owner: When selecting “Add Owner” as a re-assignment type, the owner will be added to the existing owner.
   
   Remove and Add Owner: When selecting “Remove and Add Owner” as the re-assignment type, the existing owner will be removed, and a new owner will be added on a lead. 
5. Choose the new owner from the dropdown menu in the “Assign Owner” dropdown in case of the “Add Owner” reassignment type. 
6. If you opt for the “Remove and Add Owner” reassignment type, select the owner(s) to be removed from the lead using the “Remove from” dropdown and choose the new owner to be added using the “Assign Owner” dropdown.
7. For Round-Robin Assignment, select the owners/teams from the "Assign Owner" dropdown to evenly distribute leads using either “Add Owner” or “Remove and Add Owner.”
8. Add any Re-assignment remark if needed. 
9. Confirm reassignment by clicking on the “Reassign Leads” button, including transferring follow-ups or queries if prompted.

Re-assign leads in bulk using the Individual Assignment distribution type and Add the Owner reassignment type

Re-assign leads in bulk using Round-robin Assignment distribution type and Add Owner reassignment type

Re-assign leads in bulk using the Individual Assignment distribution type and "Remove and Add Owner" reassignment type

Re-assign leads in bulk using Round-robin Assignment distribution type and "Remove and Add Owner" reassignment type

Additional Features

Lead Reassignment History

Track every reassignment for better reporting and audit purposes.

Access the timeline or the download request page to view chronological records and apply filters like date or status for detailed insights.

Permissions and Role-Based Access

The functionality respects role-based permissions, ensuring only authorized users can perform lead reassignment.

Queue-Based Processing

Reassignment requests are processed in a queue with statuses like Pending, In Progress, and Completed, ensuring transparency.

Timestamp Tracking

Every reassignment is logged with a timestamp, making reporting easier.

Key Points to Remember

• The limit for bulk reassignment is 10,000 leads per operation. (Can be increased)
• Round-robin does not support the Unassigned option.
• Configuration settings dictate whether follow-ups are reassigned or marked as complete for the old owner.
• In case of reassignment errors, use the Cancel Reassignment option to halt the process.

This revamped functionality empowers you to manage leads effectively, ensuring equitable distribution and better tracking. This functionality will highly boost productivity and save time of stakeholders.