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Reassigning Leads

If your access levels permit you to do so, you can manually reassign a lead by changing the owner or primary custom book on the lead record.

NOTE: Depending on the record ownership mode that your company administrator configures for the Lead record type, you can assign a lead record to an owner or to a primary custom book; however, you cannot assign a lead record to both an owner and a primary custom book. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

If your company uses the assignment manager and the Lead record type is configured for the user mode or mixed mode of record ownership, then you can also reassign a lead to a new owner by selecting the Reassign Owner check box on the request.

To reassign a lead

  1. Select the lead you want to reassign.

    For instructions on selecting leads, see Finding Records.

  2. On the Lead Detail page, click Edit.
  3. On the Lead Edit page, do one of the following:
    • In the Owner Full Name field or the Book field, click the Lookup icon, and then select another user or book in the Lookup window.
    • Select the Reassign Owner check box to trigger the assignment manager to reassign the lead.

      NOTE: The assignment manager can reassign records only to users. It can reassign records only if the record type is configured in the user mode or mixed mode of record ownership. The assignment manager cannot reassign records if the record type is configured in book mode. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

  4. Save your changes.

NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and current system load.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.