Automated leads import is a great way to centralize all your leads in your Base inbox and convert them into contacts you can track.

To re-assign leads to other agents, simply follow these steps:

  • Open the lead

  • Click on Reassign:

  • Select the agent to reassign to, by entering the 1st few letters of their name

  • Add a note that will appear on your reassigned lead:

  • The lead is now removed from your inbox and will appear in the other user's inbox as follows:

They will also see your note and have the ability to `action` it like a normal lead including converting it into a contact.

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