How To Allocate Leads To Another User

How To Allocate Leads To Another User

In AutoPlayAuto.com you can easily allocate existing leads from within the Dashboard.  You can do this from the Dashboard without opening the lead by clicking on the blue + icon.  This shortcut popup lets users schedule a new calendar event, send an email response, or tap on the customer phone or email to contact the customer directly.   Clicking on the 'Allocate' button as circled will enable you to view the 'Allocate Leads' window.




You can also access the 'Allocate Lead' window from 3 locations when viewing a individual lead.

  1. Via the grey action menu, under the 'MORE' section you can find 'Allocate Leads'
  2. In the Lead Details section under 'User' you can allocate using the green edit icon
  3. At the top of the screen there is an icon and user name next to it.  Click on the icon to allocate the lead




The allocate lead window enables you to search your users via the keyword search.  You can search by first or last name.  This is particularly helpful when you have large lists of users as it can make this process much easier.  When allocating to a user you can also add some notes if there is any key information they will need to know in order to take over the management of the lead.



It is also possible to allocate leads in bulk for by using the 'Bulk Manage' function.  To find out more about bulk allocation of multiple leads click HERE.