Select the users to manually assign the leads to

This section allows you to initiate a manual assignment of contacts to selected users, based on specific lists or tags.

Procedure for Manual Lead Assignment

1. In the Manual Assignment panel, locate the Assignment Criterion field.

2. Select the desired criterion:

• Based on lists: to select leads according to the marketing lists they are subscribed to.
• Based on tags: to select leads according to the tags associated with them.

3. Depending on the chosen criterion, an additional field will appear:

• If you chose Based on lists, use the Select lists field to choose one or more lists.
• If you chose Based on tags, use the Select tags field to choose one or more tags.

4. In the Which users do you want to assign these leads to? field, select one or more users who will be assigned the contacts that meet the set criterion.

• Note: You can also select the None option.

5. In the How do you want to handle current owners? field, choose the action to take:

• Keep only new owners: current lead owners will be removed and replaced by the users selected in step 4.
• Keep both old and new owners: selected users will be added as owners, retaining existing ones.

6. Once all conditions are set, click the Assign Leads button to complete the assignment.