Assign Manager to a Lead

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2 min read

Assign Manager to a Lead

To assign a Manager to your lead:

1. Go to the ‘Leads’ tab and search for your client.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte search box

3. Click on ‘Edit’. Go to the ‘Additional Information’ section. Select from the ‘Managers’ field the user/s you want to assign as the manager for this lead. You can assign multiple managers to a lead.

Note: Only users with a ‘Manager‘ or ‘Sales Manageruser type will appear on the ‘Managers‘ selection list.

saphyte manager selection

saphyte choose manager

4. Once done, click on ‘Save Lead’ to save.


Bulk Assign Manager

To bulk assign a Manager to your leads:

1. Go to the ‘Leads’ tab

saphyte leads tab

2. Switch the view to the ‘List‘ view by clicking on the ‘three-dash’ icon.

saphyte leads list view

3. Select the leads you want to bulk assign to a manager by ticking the boxes. You can use the filter section to filter your leads on a granular level.

saphyte bulk assign to manager

4. Click on the ‘Manager’ button and select the managers/users you want to assign to the leads.

saphyte assign to manager

5. Once clicked, a ‘pop-up’ box would appear. Select the manager you want to assign to the leads.

saphyte message confirmation

6. Click ‘OK’ once done.

saphyte confirm assignment