Auto-assigning leads

For clubs that want to assign all leads to a single user

Aron avatar
Written by Aron
Updated over a week ago

To make your life easier, you can turn on 'auto assign' for your club. When turned on, any incoming leads to your club will automatically be assigned to the selected user.

To create and configure your auto assign rules, head to Settings->Locations->Select your club and scroll down to 'Auto-assign rule'

Click 'Create auto assign rule' to create the rule and turn it on. You can then tell us when you start and finish calling leads. If a lead is automatically automatically assigned to you during that time, and a call is automatically generated, we'll set it at the start of the following day.
Select the user you wish to assign the leads to and press update.

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