Assigning Contacts to Leads

Video Tip - Go to the 4:35 mark in the video below for how to assign Contacts to Leads.

When you create a Lead, you will probably want to enter and save the prospective client (or clients) related to the Lead as well as their contact information, and assigning them to the Lead is the best way to do this.

NOTE: When you first create a Lead, you have the opportunity in that form to add basic contact information (first/last name, email address, etc.) for the prospective client.

In addition, you may also want to assign staff members to the Lead so that they can use the Lead tools to follow up and track progress in landing the Lead as a client.

To Assign a Contact to a Lead:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. In the left subnavigation box, click on the "Assigned Contacts" link and click the "Manage" button.
  4. If the person you are assigning has already been added as a Contact in your account, find them in the "Contact List" area and click on the "Assign" button next to their name.
    • Note: If the Contact has not yet been given access to your account, you will be shown a prompt for the option to give them access and assign them to a User Group.
  5. If the person you are assigning has not been added as a Contact, click on the "Add New Contact" button to add them.
  6. Click on your browser's "back" button to return to the Lead Dashboard.

To Remove a Contact From a Lead:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. In the left subnavigation box, click on the "Assigned Contacts" link and click the "Manage" button.
  4. Find the Contact in the "Contacts Assigned to Lead" area and click on the "Remove" button.
  5. Click on your browser's "back" button to return to the Lead Dashboard.

NOTE: You can use the checkbox next to "Show Contact Details Inside Lead" to display/hide the contact information for the Contacts assigned to the Lead.

To Download a PDF of Assigned Contacts:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. In the left subnavigation box, click on the "Assigned Contacts" link and click the "PDF" button. The file will download momentarily.
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