Automated leads import is a great way to centralize all your leads in your Base inbox and convert them into contacts you can track.
To re-assign leads to other agents, simply follow these steps:
- Simply open the lead
- Click on Reassign:
- Select the agent to reassign to, by entering the 1st few letters of their name
- Add a note that will appear on your reassigned lead:
- The lead is now removed from your inbox and will appear in the other user's inbox as follows: