Assign a newly created lead to the teammate responsible for its follow-up. Assignment controls can depend on the active workspace and the permissions of your account.
Before you begin #
- Open All Leads in the intended workspace.
- Confirm that the receiving teammate belongs to that workspace.
- Confirm that your role can assign leads.
- Check the team’s routing or ownership rules before overriding an existing assignment.
Assign the lead during creation #
- Open Add New Lead from All Leads.
- Complete the lead information and the list, tag, and custom-field selections.
- Locate the assignment or owner control if it is enabled in the form.
- Open the control and choose the teammate who should own the lead.
- Review the selected teammate before saving.
- Continue to the stage and value fields when those controls are displayed.
- Select Create Lead once the complete record is correct.
The current Add New Lead form can vary by workspace. If assignment is not displayed while creating the lead, create the record first and update its assignment from the lead details view.
Verify the assignment after saving #
- Return to All Leads after the success message appears.
- Search for the newly created lead using an approved identifier.
- Open the lead details drawer or page.
- Check the assignee or owner value.
- Confirm that the assigned teammate can access the lead and its follow-up history.
Troubleshooting #
- If the teammate is not listed, confirm workspace membership and lead-scope permissions.
- If the assignment control is missing, ask an administrator whether assignment is configured for the workspace.
- If the lead remains unassigned, save the lead and update ownership from its details view.
- If assignment triggers an unexpected notification or automation, stop and ask the workspace administrator to review the routing rule.
Security and privacy: Share lead ownership and customer details only with teammates who need them for their role. Redact names and contact details in screenshots.
