Start manual lead assignment (using the 'Assign leads' button).

Manual assignment allows you to select a specific group of contacts (leads) and immediately assign them to one or more selected users.

Procedure

1. Access the Manual Assignment section in the settings.

2. In the Assignment Criteria field, select how to identify the leads:

• Select Based on lists to filter leads according to the marketing lists they are subscribed to.
• Select Based on tags to filter leads according to the associated tags.

3. Depending on the criterion chosen in step 2, use the displayed field to select the desired lists or tags.

4. In the field To which users do you want to assign the leads in question?, select one or more users who will become the owners of the filtered leads.

5. In the field How do you want to handle current owners?, select how to manage existing owners:

• Select Keep only new owners to replace current owners with those just selected.
• Select Keep both old and new owners to add new owners alongside existing ones.

6. Click the Assign leads button to start the assignment. A confirmation message will appear showing the number of contacts assigned.