Only Admins have the ability to build lists, assign leads and set list messages.
Your team Users only have the ability to view and work the leads assigned to them. They do not have search or build list access to Salesgenie’s databases.
By assigning leads the Admin ensures that each User has their own individual list of leads that they should be working. Users will be able to filter their own lead lists, take notes, change the status and create follow ups.
PLEASE NOTE: Lead assignment helps you quickly distribute a list of prospects to your team. However, it does not let you set assignments by any of the data characteristics in Salesgenie’s databases. That functionality is achieved by how you build the lists that you will be assigning. If you intend to quickly assign a number of leads based on a data characteristic – for instance geography – first build a list based on that data characteristic and then assign leads from there.
You must first build a list from which to assign leads, which is identical to the same function in the Professional package.
With a list loaded in the List View screen, you’re ready to assign the leads in that list. To only assign certain leads in that list and not the entire list, then select the leads in the list you want to assign by clicking the checkbox in the 2nd column next to the lead assignment and lead name columns.
Leads that have already been assigned will have the assignment icon active in the column between the lead selection checkbox and the lead name. Hover your mouse over that icon to see the team User assigned to that lead.
Click the “Assign” action icon on the left side of the Toolbar at the top of your list to open the Assign Leads window.
PRO TIP: BEFORE you assign leads, you should include special instructions and promotions for that list by using the List Message option at the bottom of the Lead Assignment window.
You have the following options for assigning leads.
Choose from one of up to 4 selections to assign leads:
Choose the Split Type from the dropdown menu and the list of team members underneath will change accordingly. To the far right of each team member’s name is the number of total leads already assigned to them.
There are 4 different split types that allow you to easily distribute leads to your team:
The easiest way to re-assign leads from one team User to another User is to load the list in the List/Results view and select “Assigned To” in the Team Data filter criteria selection subset in the left sidebar. Filter the list by the team User from whom the leads are being assigned. Then use the Assign toolbar action icon at the top of the list to reassign all of those leads to another User or group Users.
To reassign leads that haven’t been worked by the Users already assigned to them, load the list in the List/Results view and select “Worked Status” in the Team Data filter criteria selection subset in the left sidebar. Choose “Unworked” to filter the lead list to those prospects that haven’t been worked on yet. Then use the Assign toolbar action icon to reassign all of those leads to another User or group of Users.
You can print or download lists for individual Users. First, load the list in the List/Results view and select “Assigned To” in the Team Data filter criteria selection subset. Filter the list by the User and then select the “Export” action icon in the toolbar at the top of the list.
PLEASE NOTE: Only admins can export or print lists.
PRO TIP: Save the export by naming it in case you need to print or download again. You can find previous exports by selecting “Exports” in the “My Account” main menu item.
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