How to Re-Assign the complete leads of a User irrespective of all the Campaigns?

In NeoDove, you have the option to transfer all of a user's leads to another user, irrespective of the campaigns associated with those leads.

This action essentially shifts ownership of the leads from one user to another, resulting in the original user no longer having access to those leads.

This can be a strategic move for reallocating lead management responsibilities within the organization, but it should be carefully considered and executed.

Steps:

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1. Log in to your NeoDove account ( https://connect.neodove.com/)

2. Go to the Manage Users Section, present on the bottom-right-hand section of your screen.

1. By default, a list of all the Users is visible.

2. In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.

3. Click on this Menu Icon present against the User you want to Re-assign the leads to someone else.

4. A drop-down "Menu Bar" will appear.

5. Click on the "Reassign Leads" option in the "Menu Bar".

1. A "Reassign Leads" option will appear.

2. Then you need to select the Campaigns from where you want the leads to get reassigned to the second User or Executive.

3. Even there is another option called "Reassign All Campaigns". So, if you click on that then you would be able to reassign all the leads from all the campaigns altogether at a single glance.

1. After clicking on Reassign from any of the campaign, it will redirect you to an another page with the lead details.

2. Then, the leads need to be selected which needs to be reassigned and need to click on "Bulk Action".

3. Post that, needs to be clicked on "Update" and then needs to select the particular user or agent whom you want to assign to and again need to click on Update to get the lead reassigned.