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How to reassign leads in an excel sheet based on field values

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If you have leads assign or reassign leads in a specific excel sheet to team members based on the lead field values in the excel sheet follow these steps:

Step 1: Go to All leads and create a new filter.

Step 2: Tap on Add a condition, select Batch and select your Excel sheet from the dropdown list.

Step 3: Next click on options and select Bulk Lead Edits.

Step 4: Finally click on Re/assign leads and select the team member(s) you wish to distribute those leads.

Video Guide

Updated on May 17, 2022

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