Assign Sales Leads

Here's how to assign sales leads to an owner in Bionic for Ad Sales.

Every sales lead has an owner. You can assign or re-assign the owner as follows.

Initiate Assignment

  1. View Your Sales Leads.
  2. Select one or more sales leads.
  3. Click the Assign button.

Screenshot of the Leads Tab. An arrow is pointing to checkboxes next to each lead, while another arrow points to the "assign" button.

Make the Assignment

After clicking the Assign button, the "Assign Lead" dialog will pop up.

  1. Select the new owner.
  2. Click the Assign Lead button.

Screenshot of the "Assign Lead" dialog window. There is 1 arrow pointing to a user that can be selected, and another arrow pointing to the "Assign Lead" button.

Add a Missing Owner

If you don't see the new owner on the list:

  1. Click the "add a new member" link
  2. You'll land on the page where you can Manage Ad Sales Users.
  3. Add the sales rep as a new user.
  4. Return to the leads tab.
  5. Assign the lead to the new user.

Screenshot of the "Assign Lead" dialog box. There is an arrow pointing to "Add a new member".

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