Reassigning Leads
When you create a lead, you automatically become the owner of that lead. If your access level permits editing this record, you can reassign the lead to another person. Your company administrator can also set up the system to assign leads by specifying assignment rules.
To reassign a lead
- Select the lead you want to reassign.
For instructions on selecting leads, see Finding Records.
- On the Lead Detail page, click Edit.
- On the Lead Edit page, in the Additional Information section, do one of the following:
- In the Owner Full Name field, click the Lookup icon and then select another user in the Lookup window.
- Select the Reassign Owner check box to have the system reassign the lead.
- Save the record.
NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and current system load.
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