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TueviaTueviaManual

Assigning leads

Every lead can have a person and a due date. On its due date it shows on that person’s Today, and stays there, as overdue, until they set a new date or clear it.

Assign leads from the list

Section titled “Assign leads from the list”
Two leads ticked in the list, and the Assign button highlighted
  1. Tick the leads
  2. Assign
CRM → Leads

  1. Tick the leads. The box at the top of the column ticks the whole page.

  2. Press Assign. It shows how many are ticked.

The Assign window, with two people ticked, the due date, a time, and Assign highlighted
  1. To
  2. Due date
  3. Time
  4. Assign
Assign

  1. Under To, tick one person, or several: the leads are split evenly between them, and the window says about how many each gets.

  2. Choose the Due date. It starts at today.

  3. Add a Time if it has one — a visit at 4, a call at 11. It is optional.

  4. Press Assign.

Assign a whole group, block or import

Section titled “Assign a whole group, block or import”
  • A group: open the group under Lists and press Assign group.
  • A block: open the block’s page from the board and press Assign block. It covers every lead in the block, whatever the filters show.
  • An import: press Assign these leads when the import finishes.

The same window opens each time. Assigning again replaces the person and the date.

Change one lead

Section titled “Change one lead”

On a lead’s page, the Assigned card changes its person or sets it to Nobody; Change date moves its due date and time, and Done clears it. See A lead’s page.

Find assigned leads

Section titled “Find assigned leads”
The leads list filtered to Mine and Due by today
  1. Person
  2. Due date
  3. Who has it, and when
Your leads that are due

Choose Mine and Due by today to see your own leads that are due, or a person’s name and Overdue to see what is waiting with them. The board and a block’s page have the same two filters.