Unassigned leads are leads that have not been assigned by any of the Lead Assignment Policies.
These leads will be displayed in your dashboard as 'Unassigned' and will need to be manually assigned.
As a Team, you should implement processes to ensure that these unassigned leads are managed and ultimately get assigned to one of your team.
Unassigned Leads Profile
All emails, campaigns and alerts continue as normal even though the leads are unassigned, and will appear to be sent from the User that is set as the Unassigned Leads Profile.
- The Lead will see system messages and email correspondence coming from this Profile.
- Unassigned leads are not included in lead reports for this Profile.
To set this up, go to:
The Unassigned Leads Profile is shown at the top of the Agent Distribution tab.
Click the Edit icon to make changes.
