When a new lead is automatically dropped into your lead manager from one of your lead contact forms that you may embedded on your website OR from your listing in Aisle Planner's The Aisle Guide marketplace, you have the option to specify who is automatically assigned to that lead. 

The default is set to assign each new lead to owner of the account in Aisle Planner, but you can change this or add additional assignments.  Here's how!

  1. Head on over to your lead manager by clicking on the Sales tab.

  2. Click on the black Actions button toward the top right of your screen.

  3. Select the Manage Lead Settings option from the dropdown menu, which will take you to the Lead Settings tab within your Business Settings.

  4. At the top of this page, find the Default Lead Assignment Team section, then click on the gold Manage Default Lead Team button.

  5. Click on the names of any team members who should automatically be assigned to each new lead.  

Pro Tip: While the steps above are a shortcut to your lead settings, you can also click into your business settings (by clicking on the cog icon toward the top right of your account) to access all your lead settings.

We recommend that you assign one person to automatically be assigned to each new lead that comes into your lead manager via your contact forms or your listing in The Aisle Guide to avoid any confusion about responsibilities when it comes to managing each new lead.  If you'll be assigning multiple people to a lead, be sure to set a process plan in place with your team!

Regardless of who is automatically assigned to a lead, you can always reassign new leads (or assign additional people to a lead) from within each lead record.

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