In SalesTown CRM, the lead owner is the person responsible for managing and following up with a specific lead. Assigning a lead owner ensures accountability and allows for effective tracking and nurturing of potential sales opportunities.
In SalesTown CRM, here are two methods to change the owner of a lead:
- via List View
- via Detail View
This guide provides detailed steps for both methods to ensure you can easily assign leads to the appropriate team members.
Step-by-Step Guide to Change the Lead Owner via the List View
1. Navigate to the Lead's List View
- Click on the table view icon given on the left side of the Add Lead Button. A window with leads in a List view will appear.
- Click on the checkbox given on each row of Lead to select the respective Leads whose owner you want to change.
2. Change the Owner
- Once the lead is selected, locate the Actions dropdown menu. Click on the Change Owner option.
- A dialog box will appear with a list of users.
- Select the new owner from the dropdown menu and hit the Apply button.
- Click the Change Owner button to confirm the change.
You can change the owner of the multiple leads together by clicking on the checkbox selecting multiple leads and then follow the same steps.
Step-by-Step Guide to Change the Lead Owner via the Detail View
1. Find the Lead to Change the Owner
- Use the search bar given on the workboard window to search the Lead Title.
- Click on it and it will redirect to the Lead Detail Page.
Or
- Click on the Lead whose owner you want to change.
- It will redirect to the Lead Detail Page.
2. Change the Owner
- In the lead detail view, locate the Change Owner link given at the top of the Detail View and click on it.
- A dialog box will appear with a list of users.
- Select the new owner from the dropdown menu
- Click the Change Owner button to confirm the change.
- Now the Respective Lead will assigned to the chosen owner.
1. Admin can also assign the lead by choosing a user while adding a Lead from the Add Lead form 2. Only Lead Owner has the right to assign the Leads to any user.
Tips for Effective Lead Management
- Clear Communication: Communicate with your team members when reassigning leads to ensure a smooth transition.
- Use Filters: Utilize filters in the Leads List to quickly find leads assigned to specific team members if needed.
Troubleshooting and Support
- Missing Options: Ensure you have the necessary permissions to change lead ownership. Contact your Account administrator if options are missing.
- Data Entry Issues: Double-check that all required fields are completed correctly when changing the owner.
- Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.
Following these steps, you can efficiently change the owner of a lead in SalesTown CRM, ensuring proper lead management and accountability within your team.