Bulk assignment
Allocate several leads with one reviewed action.
Sign in with your own approved account. Open Bulk assignment through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Expand Allocate selected leads and select the permitted records.
- Choose the receiving salesperson and review the selection.
- Submit, inspect row results and refresh the owners; review conflicts separately.
Check the result
Only permitted, current-version rows change ownership.
Screen markers
- 1. Refresh
- 2. Allocate selected leads
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Open Bulk assignment as an administrator or manager. Select the authorised leads and the receiving sales staff member. Review the selection before submitting. Run the assignment and review each row outcome. Records outside your scope or conflicting edits must be reviewed separately.
हिन्दी में समझें
एडमिन या मैनेजर के रूप में Bulk assignment खोलें। लीड और नया ज़िम्मेदार कर्मचारी चुनें। जमा करने से पहले सूची जाँचें। लीड बाँटें और हर परिणाम जाँचें। अनुमति के बाहर या बदले रिकॉर्ड अलग जाँचें।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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