Displaying and Assigning Unassigned Leads
Use the following procedure to review and assign, as appropriate, non-final and unassigned leads that are associated to the initiative in context.
- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
- In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the Initiative portal.
- Go to the Statistics page and scroll, as necessary, to view the Unassigned Leads Zone.
- Enter a Start Date and End Date range that encompasses the desired period.
- Click Refresh to view unassigned leads that were created within the period specified.
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(optional) Assign one or more leads from the result set:
- Select the unassigned leads from the results set.
- Enter the sales representative that will be assigned the leads.
- Press Assign to Sales Rep.
- Select the Sales Representative from the dropdown menu and click OK.