The Bulk Assign Leads feature in WeekMate CRM allows you to assign multiple leads to a different owner in a single action. This is useful when redistributing leads among sales representatives, balancing workloads, or reassigning leads after team changes.
Instead of updating each lead individually, you can select multiple records and assign them to a new owner, making lead management faster and more efficient.
Before You Begin
Before bulk assigning leads, make sure:
You are logged in to your WeekMate CRM account.
You have permission to manage lead assignments.
The leads you want to assign already exist in the system.
The new lead owner has been added to WeekMate CRM.
Steps
Log in to your WeekMate CRM account.
Navigate to the Accounts module.
Use the available filters to locate the leads you want to assign.
Select one or more leads using the checkboxes.
Click the Actions menu.
Select Assign Owner.
Choose the new owner from the list.
Click Change Owner to confirm the assignment.
The selected leads will be assigned to the new owner, and the updated ownership will be reflected immediately.
Video Tutorial
Watch the video below for a complete walkthrough of bulk assigning leads in WeekMate CRM.
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