Manually Reassigning Distributed Leads

If you are not using Lead Routing Rules and need to manually reassign a lead to a different partner user or a different partner altogether, follow these steps:

To reassign to a different user:

1. Navigate to Leads & Deals > Lead Distribution.

2. In Distributed Leads, click on the lead you want to reassign.

   Note: The lead must have a PENDING status and no Lead Routing Rules associated with it.

3. Click Edit.
4. Go to the Distribution tab.

5. If you want to reassign a lead to a different user at the same partner, select the new partner user in the User field then click Save.

   

If you want to reassign a lead to a different partner, you must create a new duplicate lead and deactivate the original one. This ensures that the historical record of the lead being formerly assigned to the original partner is preserved.

1. In the Lead Details view, click Actions > Duplicate Lead.

2. In Duplicate Lead, select the partner to which to assign the duplicate lead.

   

3. Click Duplicate Lead.
4. If successful, you will see the success message Lead duplicated successfully.
5. Follow the steps listed above to assign the lead to an individual partner user.
6. Return to Leads & Deals > Distributed Leads and click on the original lead. Deactivate it by following the instructions in Deactivating a Distributed Lead. The lead is removed from the original partner's account.
7. Return to Leads & Deals > Distributed Leads and click on the new lead. Resend the new lead notification to the owner of the new lead record:
   1. On the top right-hand corner of the Lead Details view, click Actions > Resend Notification.
   2. If successful, you will see the success message Notification sent successfully. This is the first New Lead Notification the newly assigned partner receives about this lead.