> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I assign leads in bulk?

> Give many leads an owner at once, share them between reps, change followers, and undo it.

From the CRM's Leads list you can give any number of leads an owner in one go, share them between several reps, take their owner off, or add and remove followers. It's for admins only.

## Assign leads

<Steps>
  <Step title="Select the leads">
    In the CRM, open **Merchants → Leads**. Tick the leads you want, or tick the box at the top of the list and click **Select all** to take every lead the list shows, with your search, filters or smart list applied.
  </Step>

  <Step title="Click Assign">
    **Assign** appears in the bar above the list, next to **Export**, while leads are ticked.
  </Step>

  <Step title="Choose who gets them">
    Pick one rep, or several to share the leads between them. The numbers next to their names show the order you picked them in.
  </Step>

  <Step title="Choose which leads">
    **All of them**, **Only the ones with no owner**, or **Only the ones owned by** a rep you pick.
  </Step>

  <Step title="Review, then confirm">
    Click **Review**. NextLevel MCA looks every lead up again in the CRM and shows what will happen: how many leads each rep gets, how many are already right and will be left alone, and how long it takes. Nothing changes until you click **Assign N leads**.
  </Step>
</Steps>

Tick **Also add the new owner as a follower** if the rep should follow their new leads as well.

## Sharing leads between reps

When you pick more than one rep, choose how to share the leads:

* **Evenly:** in turn, so each rep gets the same number, or one more. The first rep you picked gets any extra; tick **Shuffle the order** to leave that to chance.
* **By share:** give each rep a number. Any numbers work: 50/30/20 and 5/3/2 split the same way. The counts always add up to exactly the leads selected.
* **Fewest leads first:** reps with the fewest leads in the CRM right now get more, until everyone is as even as possible.

Leads are handed out one at a time across the reps, so nobody gets only the newest or only the oldest leads on the list.

<Tip>
  To hand out a rep's leads when they leave, click **Select all** on the Leads list, pick the reps taking over, and choose **Only the ones owned by** the rep who left.
</Tip>

## Take the owner off leads

Choose **Unassign** instead of **Assign**. The leads keep everything else, including their followers and their deals' originators.

## Add or remove followers

Choose **Followers**, then **Add followers** or **Remove followers**, and pick the people. They're added to, or taken off, every lead you selected. The owner doesn't change.

## While it runs

Leads change at about six a second, so 1,000 leads take around three minutes. You can close the window as soon as you've confirmed: the change carries on without it. Open **Assign** again while it's running to see its progress, or start another with **New assignment**.

* **Deals follow their lead.** When a lead gets a new owner, its deals that have no originator get that rep as originator, as when you reassign a contact in the CRM.
* **Each rep gets one notification** for the batch, saying how many leads (and deals) are now theirs, not one per lead.
* **Leads deleted from the CRM** in the meantime are skipped.

## When the list doesn't match

With **Select all**, NextLevel MCA runs the list's search again and checks it finds exactly the leads the CRM showed. If the list changed in between, or a filter can't be read, nothing is changed and the window shows both numbers. Refresh the list and try again, or tick the leads instead.

If the window says the list hasn't been read yet, change page or refresh the list once, then click **Assign** again.

## See past assignments and undo one

Every assignment is listed in **Settings → Team → Lead assignments**: when it ran, who started it, and how many leads changed, were skipped or failed. Click one for the details, including any lead that failed and why. While one is running you can **Stop** it there; leads already changed stay changed.

To reverse an assignment, open it and click **Undo**, check the plan, and confirm.

* Each lead goes back to the owner and followers it had before, including leads that had no owner.
* A lead someone changed again since is left alone, and the plan tells you how many.
* Deals that got an originator from the assignment keep it.
* An assignment can be undone once.

## Limits

* One assignment takes up to 50,000 leads. Leads ticked by hand: up to 1,000; use **Select all** for more.
* Only admins see **Assign** and can run assignments.


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