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How do I assign or transfer a lead?
Updated Jun 4, 20263 min read
Assigning and transferring leads keeps ownership clear so every lead has one responsible agent and a clear next step.
Assign a lead
Open the lead, choose Assign, and select an agent or team. The new owner is notified and the lead moves into their pipeline.
Transfer a lead
Use Transfer to move a lead between agents, teams, or lead pools while keeping its full history intact.
What happens on transfer:
- Activity history is preserved
- The previous owner loses edit access
- The new owner is notified automatically
Keep ownership clear
Use lead pools and routing rules to distribute new leads automatically and avoid duplicate ownership.
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