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Assigning Sales Reps

Learn how to assign lead owners, manage follow-up responsibilities, and ensure the right team members have access to each inquiry.

Written by Naomi Sherman

Assign an owner so someone knows who is responsible for the next reply and follow-up. The owner also needs access to the lead’s brand.

Before you start

Know who should handle the inquiry and whether they have the necessary employee access and notifications.

In Releventful

  1. Click Pipeline in the top bar and click the lead card.

  2. Click Quick Actions > Edit Sales Info. Select the sales rep and click Save Sales Info.

  3. Reopen the lead card to confirm the owner name. For a specific follow-up, open Tasks > Add Task, enter the action and due date, then save the task.

  4. If the owner cannot find the lead, open Settings > Employees > Manage Employees, select that person, check Business access, correct the permitted brands if needed, and click Save details.

  5. Open the employee’s Notifications, choose Notify for relevant lead alerts, and click Save notifications.

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