Becky Chopek Wilson Asked:

“Can you bulk assign leads? I would hate to have to individually assign 500 leads.”


The Answer

Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process:


Step 1: Create a New Tag

  1. Go to Settings > Tags
  2. Click “Create New Tag”
  3. Name the tag after the team member who will receive the leads (e.g., “John Doe Leads”)
  4. Save the tag

Step 2: Set Up a Trigger for Auto-Assignment

  1. Go to Settings > Triggers
  2. Click “Create New Trigger”
  3. Set the conditions:
    • Trigger: When a contact is tagged with “John Doe Leads”
    • Action: Assign the lead to the corresponding team member
  4. Ensure the toggle for “Only apply to unassigned contacts” is OFF
  5. Save and activate the trigger

how to assign bulk leads


Step 3: Bulk Apply the Tag to Assign Leads

  1. Go to Contacts > Contacts/Smart Lists
  2. Select the leads you want to assign
  3. Click “Bulk Actions” > “Add Tag”
  4. Select the tag you created (e.g., “John Doe Leads”)
  5. Confirm and apply

Once the tag is applied, the trigger will automatically assign those leads to the designated team member.


Additional Resources

For more lead management strategies, check out these blog posts:


Watch and Learn

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Automate Your Insurance Business