Unassigned Leads
View and assign unassigned leads to team members in bulk.
Admin only — This feature is only available to organization admins.
The Unassigned Leads page shows all leads that haven't been assigned to a team member yet. From here, you can assign leads individually or in bulk.
Viewing Unassigned Leads
Navigate to Unassigned in the CRM sidebar. You'll see a paginated table of all leads without an owner, showing their name, email, phone number, and language.
Use the search palette to find specific unassigned leads by name, email, or phone.
Assigning Leads
Selecting Leads
Click the checkbox next to individual leads to select them. When all leads on the current page are selected, a link appears to Select all unassigned leads across every page.
The selection bar at the top shows how many leads you've selected.
Bulk Assignment
- Select the leads you want to assign (individually or all at once).
- Optionally choose a Status from the dropdown to set their pipeline stage (defaults to New if not specified).
- Choose a team member from the Assign to... dropdown.
- Click Assign.
The selected leads will be assigned to that team member and removed from the unassigned list. A confirmation message shows how many leads were assigned and to whom.
Clearing Selection
Click Clear selection in the selection bar to deselect all leads.