Assign a Lead to a Salesperson

Project leads can be assigned ownership so lead management can scale to work with sales teams.

✅ Goal

Assign ownership of a lead to the salesperson responsible for managing qualification activities and pursuing the potential opportunity.

Assign a lead when it is first created or when ownership needs to be transferred to another salesperson.

Navigate to Projects > Leads.
Open the lead record.
Select Assign from the command bar.
Select the appropriate salesperson.
Confirm the assignment
(Optional) A workflow can be enabled to send notifications to the assigned salesperson.

The selected salesperson becomes the owner of the lead and is responsible for managing future qualification activities.

Assign leads immediately after entry.
Match leads to salespeople based on territory, expertise, or customer relationships.
Review unassigned leads regularly.
Reassign inactive leads promptly to maintain momentum.

The assigned salesperson begins communicating with the prospect and gathering information needed to qualify the opportunity.