Faster methods for claiming unassigned leads
Andrew shared this idea 2 years ago
We've been looking for ways to streamline the task of claiming ownership of new leads, and a few ideas came up:
- In analogy with the automatic self-assignment that happens during the initial edit of a lead, also self-assign when sending a manual email to a new/unassigned lead.
- Offer a one-click "Assign to Self" button that doesn't require opening the edit screen.
- Allow setting the sales rep via the API.
For our purposes, having just the API call would be sufficient and most useful.