Assigning and handling lead ownership



For the Saleswhale bot to know who the owner of a lead is, you will need to include the lead owner in the csv spreadsheet you upload. You do this by creating a column in your csv spreadsheet called "lead_owner" and including the email address of the lead owner for each of the leads.

All lead owners must be included as Qualified Leads Handoff sales reps in the Saleswhale app. Read more about defining lead handoff reps.

Below is an example of a spreadsheet with some lead_owner defined. If a specific lead does not have a lead owner, you can leave the cell empty.



If you have defined lead owners, you can also filter leads based on lead owner via the Lead Attribute "Owner."

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