This section will guide you on how to reassign leads from one user to another. The purpose of this is to hand over the lead owner from one agent to another.
From the Dashboard, go to Call Center and select Campaigns.
Under Show Campaigns, Click on the Action Button and select Settings.
Click on the Lead Assign Tab.
Select the Disposition of the Leads you want to reassign.
- If you want to reassign All Leads, select All Dispositions
- If you want to reassign Personal callbacks, select the CBHOLD status
Select the agent you want the leads to reassigned to.
Click on the Re-assign Leads button to reassign those leads.