Method 1: Assign When Creating a Lead
When adding a new lead via the form, the Owner field defaults to you. Click it to open the team member picker and select someone else. The assigned person is notified immediately (in-app and email, based on their notification settings).
Method 2: Reassign an Individual Lead
- Open the lead you want to reassign.
- Find the Owner field in the Basic Information section.
- Click the current owner's name.
- Select a new team member from the dropdown.
- The change saves automatically.
Method 3: Bulk Reassign Multiple Leads
- On the Leads list, use filters to find the leads you want to reassign (e.g., filter by Owner = departing employee).
- Check the box at the top of the list to select all leads on the current page, or check individual leads.
- Click Bulk Actions.
- Select Reassign Owner.
- Pick the new owner from the team member picker.
- Confirm. All selected leads are updated instantly.
Method 4: Auto-Assign via Automation Rules
For hands-free assignment, create an Automation Rule that automatically assigns leads based on source or other criteria. Example: when Lead Source = 'Website', assign Owner to Alice. See the Automation Rules guide for setup instructions.
Frequently Asked Questions
Can a lead have multiple owners?
No. Each lead has a single Owner in Vedain. If multiple people need to collaborate on a lead, use the @mention feature in the lead's Timeline notes to notify colleagues.
Does the previous owner get notified when a lead is reassigned?
The previous owner is not automatically notified. The new owner receives a notification. If you want to notify the previous owner, add a note in the lead timeline mentioning them with @name.
Can I see all unassigned leads?
Yes. In the Leads filter panel, set Owner = Unassigned to see all leads with no owner. This helps admins ensure full coverage.
What happens to a team member's leads if they leave the company?
Their leads stay in the system with them as owner. Use Bulk Actions → Reassign to move their leads to a new owner before or after deactivating their account.
Ready to put this into practice?
Start your free 14-day trial of Vedain CRM — no credit card needed.
Start Free Trial