To create a Reassignment Request for a contact, you must have one of the following roles: Lead Generator, Lead Manager, CRM Supervisor, or Manager for the Account and Office that owns the contact.
By following these steps, you can efficiently manage contact reassignments within your CRM system.
There are three types of reassignment requests available:
Reassign Contact Directly to an Account – Immediately transfers the contact to a specified account.
Reassign Contact to an Account with Claiming Option – Allows a specific person to claim the contact within a designated time frame.
Reassign Contact to a Lead Route – Places the contact into a specified Lead Route for processing and reassignment to another individual.
Creating a Reassignment Request
A reassignment request can be created within a contact's record by selecting one of the two buttons indicated below.
The clock icon opens a window to create a "Reassign Contact to an Account" request.
The route icon initiates a "Reassign Contact to a Lead Route" request.
Reassign Contact Directly to an Account
Click the pencil icon.
A window will appear where you can select the Account and Office you want to reassign the contact to.
Click OK to confirm.
Reassignment Request for a Contact to an Account
Click the clock icon.
A window will open where you must select:
The Account and Office.
The time frame for the claim.
The level of contact information to include (None, Name Only, or Name, Email, and Phone Number).
Below is an example of a completed request.
Once you click OK, the request is sent immediately, and you will be redirected to the edit contact page where you can view the request at the bottom.
Reassignment Request for a Contact to a Lead Route
Click the route icon.
A window will open where you select the desired Lead Route from the dropdown menu.
Click OK to submit the request.
The request is processed immediately, and you will be redirected to the edit contact page where you can view the request at the bottom.