AppCRM
Admins can now give many leads an owner at once. Tick leads on the CRM’s Leads list, or use Select all, and click Assign in the bar above the list.
- Share leads between reps: evenly, by share (say 50/30/20), or to the reps with the fewest leads first.
- Choose which leads: all of them, only the ones with no owner, or only one rep’s, which is how you hand out the book of a rep who left.
- Unassign takes the owner off, and Followers adds or removes followers.
- Nothing changes until you confirm. You see how many leads each rep gets, and which are already right. With Select all, the list’s search runs again and must find exactly the leads the CRM showed, or nothing is written.
- Deals follow their lead: deals with no originator get the lead’s new owner. Each rep gets one notification for the batch.
- It runs on its own: you can close the window. Every assignment is listed in Settings → Team → Lead assignments, where you can stop one or undo it.