Updating Lead Owner

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In this guide, we will discuss the different ways you can update lead owner for your leads:

  • Individual update for each lead
  • Bulk update for selected leads
  • Delete sales rep and transfer all ownership to another rep

 

Individual update for each lead 

To update the lead owner for each lead, navigate to the Leads tab or your Campaign in your Saleswhale app and click on the icon on the right of the lead. Select 'Update Owner'.

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It will open up a modal popup where you can select who you want to change the lead owner to.

updateowner2.png

 

Bulk update for selected leads

To do a bulk update, navigate to the Leads tab or your Campaign in your Saleswhale app and select the checkboxes for all the leads you would like to update.

Then under 'More Actions', select 'Update Lead Owner'.

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It will open up a modal popup where you can select who you want to change the lead owner to.

updateowner2.png

 

 

Delete sales rep and transfer all ownership to another rep 

This applies to the situation where you would like to delete an existing sales rep who is also the lead owner of multiple leads, then transfer all the leads under his ownership to another rep.

Navigate to 'Customise Assistant' and under 'Qualified Leads Handoff', click on the minus icon on the right of the sales rep you would like to delete.

 

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It will open up a modal popup where you can select who you want to change the lead owner to.

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