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Allocating Leads to Team members


When leads are created through the iVvy Marketplace or through your website, they will be allocated to team members based on the lead allocation rules.

If there are no lead allocation rules, and there are more than two team members, leads will be added to the “Unassigned Leads” list. You will need to manually change the lead owner by;

  1. Navigate to Sales > Unassigned Leads,
  2. Click 'Edit' next to the lead you wish to assign, and change the “Salesperson” on the “Details” tab.
  3. Click 'Save'.

The lead will now appear in the list of leads when the Sales Person navigates to Sales > Leads.

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