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Company & Teams - Unassigned Leads (web)
Company & Teams - Unassigned Leads (web)

Discover how to assign leads to your team members

Updated over a week ago

You can decide who of your team manages the unassigned leads that come in via the website 'get personal updates'. 

  1. Go to the SweepBright menu and select Company & Teams

  2. Go to your company in the left bar, which is the first icon on top of the list

  3. Select Unassigned leads

  4. Select who is going to follow up on incoming leads (yourself or a team member)

  5. Assign new incoming leads to a certain team

  6. Hit the Save button

Did you know? You can multi-select by checking first all boxes and then Assign selected

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