The "Assign to Agent by Import Lead" feature enables users to streamline the process of assigning imported leads to specific agents within the system. This feature is designed to enhance efficiency, ensure proper lead distribution, and reduce manual tasks involved in lead management.
Key Benefits
Automated Assignment: Eliminate manual assignment by specifying agents during the lead import process.
Improved Organization: Keep leads organized and ensure they reach the appropriate agent promptly.
Timesaving: Minimize delays in lead distribution, improving response time and productivity.
How It Works?
Login the CRM
Click in Admin > Marketing > Leads > Import
Click in Select a file (The file must have a column with mapping field current agent)
Click "Upload"
Complete the Columns mapping fields and Click in the Assign option dropdown and select the current agent option
The imported leads were successfully assigned to the user