Manually Reassigning Distributed Leads

If you are not using Lead Routing Rules and need to manually reassign a lead to a different partner user or a different partner altogether, follow these steps:

1. Navigate to Leads & Deals > Lead Distribution.

2. In Distributed Leads, click on the lead you want to reassign, to open it.

   Note: The lead must have a PENDING status and no Lead Routing Rules associated with it.

3. Click Edit.

4. If you want to reassign a lead to a different user at the same partner, expand the Status section, select the new partner user in the User field and scroll down to click Save.

   

5. If you want to reassign a lead to a different partner, you must create a new duplicate lead and deactivate the original one. This ensures that the historical record of the lead being formerly assigned to the original partner is preserved.
   1. On the top right-hand corner of the Lead Details view, click Duplicate.

   2. In Duplicate Lead, select the partner to which to assign the duplicate lead.

      

   3. Click Duplicate.
   4. If successful, you will see the success message Lead Was Duplicated Successfully.
   5. Follow steps 1-3 to assign the lead to an individual partner user.
6. Return to Leads & Deals > Distributed Leads and click on the original lead. 
   1. Deactivate the original lead. Follow the instructions in How to Deactivate a Lead below. The lead is removed from the original partner's account.
7. Return to Leads & Deals > Deactivated Leads and click on the duplicated lead.
   1. On the top right-hand corner of the Lead Details view, click Resend Notification.
   2. You are asked to confirm that you want to proceed with resending the notification. Click OK.
   3. If successful, you will see the success message Lead Notification Resent. This is the first New Lead Notification the newly assigned partner receives about this lead.