How to Disable Lead Assignment?
To prevent the allocation of new leads to a specific user within the account irrespective of all the campaigns
Last updated
To prevent the allocation of new leads to a specific user within the account irrespective of all the campaigns
Last updated
Disabling the lead assignment option may be necessary when a user is no longer actively involved in lead management, such as upon their departure from the company or a change in their role.
It ensures that leads are distributed efficiently to active and relevant users, avoiding potential confusion or oversight.
Additionally, it helps maintain data accuracy by preventing leads from being assigned to inactive or unresponsive users.
Log in to your NeoDove account (https://connect.neodove.com/)
Go to the Manage Users Section, present on the bottom-right-hand section of your screen.
By default, a list of all the Users is visible.
In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.
Select this Menu Icon present against the User you want to disable the Lead Assignment.
A drop-down "Menu Bar" will appear.
Click on the "Disable Lead Assignment" option in the "Menu Bar".
Then, the lead assignment will be automatically disabled for the specified user, thereby preventing the allocation of leads to them during upload processes.
Note: To re-enable lead assignment for the user, click on the menu icon located on the right-hand side of the specific User, then select the 'Enable Lead Assignment' option from the dropdown menu.
