Quick summary
To assign a lead in Salesforce, navigate to the Leads module via the App Launcher, select the lead, and use the Change Owner button to transfer it to a new user or queue. This process ensures leads are routed to the right sales rep quickly and without manual errors.
Steps
- Click the App Launcher in the top menu of your Salesforce dashboard.
- Scroll down and click Leads to open the Leads module.
- Select a lead by tapping the checkbox next to it in the list.
- Click Change Owner at the top right of the page.
- Select the new user or queue, then click Submit to confirm the assignment.
