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Assign Leads

This page explains how to assign leads in Ultro ERP, including bulk assignment workflows for routing inbound leads to teams and users.

Bulk assigning leads makes it easy to distribute work across teams.

Steps to assign leads in bulk:

  1. Go to CRM → Leads list view.
  2. Use checkboxes on the left to select multiple leads you want to assign.
  3. Click the Assigned To button that appears above the list.
  4. Choose the Team and then the User. The User picklist is filtered based on the selected Team (it will show only users who belong to the chosen team).
  5. Click Assign (or Submit) to apply the assignment — all selected leads will be assigned to the chosen user.

Notes:

  • Use saved filters to pick only leads that meet certain criteria (region, source, priority) before assigning.
  • Audit logs and activity history will show the assignment action for traceability.