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πŸŽ₯ Setting Default Lead Assignments

Video Tutorial: Set your default lead assignments

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

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 linked elsewhere, you have the option to specify who is automatically assigned to that lead.Β 

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

Step 1: From your lead manager (sales tab), click on the black Actions button towards the right of your screen and then select the Manage Lead Assignments option from the dropdown menu.

Step 2: Click on the names of the team member (or team members) who should automatically be assigned to each new lead. Once assigned, a gold checkmark will appear. To remove a default assignment, just click on the team member's name again to remove the gold checkmark. Once you're done, click the black All Set button to return to your lead index.

Pro tip: 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 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.

Here's a short video to walk you through this process:

Pro Tip: While this is a shortcut to manage 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.

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