Assign leads (manual & self-assignment)
Sales Managers assign unassigned leads to Sales Reps, or Sales Reps self-claim leads from the queue.
When this happens: SM opens Unassigned Queue — selects leads — assigns. Or: SR clicks Claim on an unassigned lead.
Step by step
- 1
Go to Unassigned Leads queue.
EasyCRM shows all leads where
Owner IS NULL, sorted by Created Date (newest first). - 2
Select one or more leads (max 200 at once).
- 3
Click Assign To — dropdown shows active Sales Reps. For SM: only their direct/indirect team members. For ADM: all active users.
- 4
Select a Sales Rep. Clicks Assign.
EasyCRM updates
Owneron each selected lead. EasyCRM creates an activity entry on each lead: Assigned to [Rep Name] by [Manager Name] EasyCRM sends notification to the assigned Rep: You have been assigned [N] new lead(s) (in-app + email). Audit log entry for each lead:LeadAssigned. Leads disappear from the Unassigned Queue. Toast: [N] leads assigned to [Rep Name].
If something goes wrong
Lead already claimed (concurrency)
At , the lead was claimed by another Rep between page load and the click. EasyCRM shows: This lead has already been claimed by another user Lead disappears from the queue.
Self-assignment not enabled
SR's manager has not enabled Allow self-assignment The Unassigned Queue is not visible to the SR.
Assign to inactive user
Selected user was deactivated between dropdown load and assignment. EasyCRM shows: The selected you are no longer active. Please choose a different user
Good to know
- SM can only assign to their own team members. ADM can assign to anyone.
- Maximum 200 leads per bulk assignment operation.
- Self-assignment requires the "Allow self-assignment" team setting to be enabled.
- Notification is sent to the assigned rep for each bulk assignment operation.