Assign, Claim, or Release a Lead
Assignment controls ownership and can affect who is allowed to see or act on a lead.
Where to find it: Admin → Pipeline → Contacts or a contact record
What to do
- Open the contact or select the contact in an authorized bulk action.
- Choose an eligible team member, or claim an unassigned lead when your team allows it.
- Save and confirm the new assignee on the record.
- Use Release only when the lead should return to an unassigned pool.
Good to know
- Managers can generally see more records than agents.
- If an agent disappears from the list, confirm the member is active and eligible for that lead book or routing pool.
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