Assigning leads to your team
Give a lead to one employee, or select many leads in the list and assign them in one go.
On this page
Each lead can be assigned to one staff member or admin. The assignee sees it under My Leads and is notified when it is given to them.
Assign one lead
- Open the lead and click Edit.
- Choose the employee in Assigned to.
- Save. The new assignee gets a notification under the bell.
Assign many leads at once
- In the Leads list, tick the leads you want to hand out.
- In the bar that appears, choose the person in Assign to.
- Click Assign.
Leads you can't change are skipped and BizDue tells you how many were assigned.
Who can assign?
| Role | Can assign leads | Sees |
|---|---|---|
| Admin | Yes | All Leads |
| Staff whose role has the "view all loans" permission | No | All Leads |
| Other staff | No | My Leads only |
Note: Agents can't be chosen as assignees. Choose an active staff member or admin.
Related articles
- Following up leads on time
- WhatsApp leads: enquiries that create themselves
- Creating a loan lead
- Converting a lead into a loan application
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.