To assign leads to sales reps, click the Active Rep cell of a lead on the Dashboard and pick a name. The change saves right away. That rep then sees the lead in their own Dashboard, and reps only ever see the leads assigned to them.
Assign leads to sales reps from the Dashboard
- Open the Dashboard.
- Find the lead. Set the Rep filter to Unassigned to see everything nobody owns yet.
- In the Active Rep column, click Unassigned, or the current rep's name.
- Pick a team member from the list. A check mark shows who's assigned.
You can also assign from the lead panel: click the contact name and use the Active Rep field near the top.
Reassign or unassign a lead
Open the same menu and pick a different rep, or choose Unassigned at the bottom of the list. The lead leaves the old rep's Dashboard as soon as you change it.
What to know about lead assignment
- New widget leads always arrive unassigned. There's no automatic or round-robin assignment, so check for unassigned leads daily.
- RoofSell doesn't notify a rep when you assign them a lead. Give them a heads-up by text or a call.
- Quotes a rep creates in Rep Quotes also start as Unassigned. Assign them to that rep, or the rep won't find them on their own Dashboard later.
- The list of names comes from your Team page. If someone is missing, add a sales rep first.
- Sales reps can use the Active Rep menu too, so agree on whether reps may pass leads to each other.