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Unassigned Lead

This page covers how to triage and assign unassigned leads in Ultro ERP — leads that have not yet been allocated to a team or user and appear in a common queue for assignment.

Unassigned leads are records that have not yet been allocated to a team or user. They appear in a common queue for triage and assignment so they can be distributed to the right team for follow-up.

How to work with Unassigned Leads

  1. View the unassigned queue
  • Go to CRM → Unassigned Lead to see leads that are not yet assigned.
  • Use filters such as source, region, or priority to triage the queue.
  1. Triage and assign
  • Select one or more leads using the checkbox column.
  • Use Assigned To to choose a Team and then a User (the User list will be filtered to members of the chosen team).
  • Click Assign to allocate the selected leads.
  1. Claiming a lead (self-assign)
  • Individual users can claim leads directly (if allowed) by selecting a lead and choosing the Claim / Assign to me action.
  • Use filters to locate leads relevant to your territory or product area before claiming.
  1. Best practices for triage
  • Prioritize leads by source and urgency (e.g., inbound web form and high-priority leads first).
  • Use saved filters and bulk actions to assign many leads quickly during high-volume windows.
  • Consider automation rules (if available) such as round-robin assignment or priority-based routing to reduce manual triage workload.

Notes

  • When you assign a lead, the activity is recorded in the lead history for auditability.
  • Unassigned queues are useful for intake teams or operations users who distribute inbound leads across field, inside sales, or account teams.