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.

📍 When to Use This

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

🚶‍➡️ Step-By-Step Guide

This demo covers managing project leads in a CRM system, including creation, assignment, follow-up, qualification, disqualification, and nurture status assignment. To create a new project lead, navigate to Projects then Leads and click New. Enter lead information including name, qualify-to setting, project class, site, start date, and bid date. Add company information such as existing account, delivery address, and address details. Enter contact information including name, title, mobile phone, and email, then save. To assign a lead to a salesperson, open an existing lead from Projects then Leads, click Assign, and choose to assign to yourself, a specific user, or a team. Select the user or team and confirm the assignment, then save. To log follow-up activities on a lead, open an existing lead and click the plus button to add a timeline activity. Available activity types include appointment, email, phone call, task, booking alert, customer voice alert, invite redemption, outbound message, portal comment, session, voicemail, and note. Enter the activity details and save. Leads can be qualified to three different record types. To qualify a lead to a project proposal, open a lead with the Qualify To field set to Proposal, click Qualify, confirm with Yes, and click Submit. The lead is assigned a quote number. To qualify a lead to an opportunity, open a lead with the Qualify To field set to Opportunity, click Qualify, confirm, and submit. An opportunity record is created. To qualify a lead to an agreement, open a lead with the Qualify To field set to Agreement, click Qualify, confirm, and submit. Fill in required agreement fields including agreement class, start date, and price list, then save. To disqualify a lead, open an existing lead, click Deactivate, select Disqualified as the status, and confirm. The record is marked as inactive with a disqualified status. To assign a lead to nurture status, open an existing lead, click the Status dropdown, select Nurture, and save.

📋 Procedure

1. Navigate to Projects > Leads

Step 2

2. Select an existing opportunity

Step 3

3. Click Assign

Step 4

Choose to Assign to Me / User or Team
Select User or Team
Click Assign

Step 5

5. Click Save

Step 6

✅ Result

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

💡 Tips

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.

🧭 What Happens Next?

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