Assign a lead

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Assign a lead to a sales agent in Lead Management.

    Before you begin

    Role required: sales_agent or sales_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and select an existing lead that you're working with.
      • On the Leads- All page, select Assign to.
      • Open the lead record, select three-dot menu at the top-right corner on the lead header and select Assign to.
      To Create a lead, select New.
      Note:

      Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.

    3. On the Assign leads to dialogue box, select Owner and choose a sales agent.
      You can select the box if you want to reassign all the tasks from the selected leads to this sales agent.
    4. Select Assign.

    What to do next

    To learn more, see Using Lead Management.