9. How to Manually Assign Leads to Desks

While the Automation section streamlines lead distribution, you can always take direct control by manually assigning individual or multiple leads to any desk. This is useful for special cases or overrides.

To manually assign leads to desks:

1. Navigate to the Leads tab of the bucket where you want to manage assignments.

2. Find the lead you want to assign.

3. Click the Assign icon at the end of that lead’s row.

• If the icon is gray and unclickable, that lead has already been assigned (either manually or via automation).

4. In the right-hand drawer, choose the Desk from the drop-down list.

5. Click Save to apply. The lead’s Status column will update to reflect the new desk assignment.

Note: You can assign a lead to the desk through the Buckets module only once. To reassign a client, use the Clients module.

Tips & Best Practices

• Quick Unassign/Reassign: To change a single lead’s desk after assignment, simply click its (now blue) Assign icon again and pick a different desk.

• Bulk Moves: Use the checkbox column to handle large reassignments—e.g., when teams change or campaigns close.

• Audit Trail: Each assignment action updates the lead’s Status badge; you can filter by status to review who still needs manual assignment.

With these steps, you retain full control over client flow—whether you’re handling exceptions one-by-one or orchestrating bulk moves across your teams.