MoverMate allows you to assign a sales representative to a lead in several ways, giving you flexibility based on how you manage your workflow. Assigning a representative helps maintain clear ownership, improves accountability, and ensures accurate reporting.
Follow the methods below to assign a sales representative to a lead.
Assigning a Representative from the Leads Table
Navigate to the Leads Section
From the left-side navigation menu, click Leads to open the Leads Table.
Select the Lead
Locate the lead you want to assign a representative to.
Assign the Representative
In the Representative column:
Click the dropdown menu.
Select the sales representative you want to assign.
The assignment is saved automatically, and the selected representative is applied immediately.
Assign a Representative from the Lead Summary
Open the Lead Summary
Click on the lead to open its detailed Lead Summary page.
Edit Job Details
Scroll down to the Job Details section.
Locate the Sales Representative dropdown field.
Select Representative
Choose the appropriate sales representative from the dropdown list.
Save Changes
Click "Save Changes" to confirm and apply the update.
Assigning a representative helps streamline follow-ups and accountability.
Changes take effect immediately and are reflected across the Leads Table and Lead Summary.
You can update or change the assigned representative at any time.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!