Note: You are able to assign a lead to multiple team members.
(If you would like to assign a lead to multiple team members refer to the article regarding assigning leads)
- Locate the 'Smart Leads' module from the home-screen.
- Click on the 'Smart Leads' button.
- Search for the desired lead in the search Criteria section on the side of the page.
- Locate the check mark symbol to the right of the lead assigned. The check mark symbol informs you that the lead has been assigned.
- Click on the check mark and a pop-up menu will appear. The selected team member or team members for the assigned lead will be highlighted.
- Click on the team member that is high-lighted to un-assign the lead.
If the lead has no check mark to the right underneath 'Assign', the lead is not assigned.
Thank you for reading this article. We hope we were able to help!
Search Terms: Un-assign, lead, dashboard, designate, assign, deselect