Configure lead assignment¶
Set the default owner that new leads are routed to in your firm, and review how assignment precedence works.
The Lead assignment page controls where a new lead lands when it enters your firm: who becomes its owner by default, and which pool catches leads that nothing else claims.
Prerequisites
- You are signed in to the Backoffice with a role that can manage firm settings.
- You have selected the firm's workspace.
Set the firm default owner¶
- Open Lead assignment from the sidebar.
- In the Firm default owner card, pick the default owner — a user or a business unit in the firm.
- Click Save in the header. A confirmation appears.
To remove the default, clear the picker and save — an unset default is allowed.
The fallback pool¶
The Fallback card shows your firm's designated New Leads pool — the business unit that receives leads no other rule or default claims. Leads owned by a business unit sit in a shared pool that its members can claim and work. This card is informational; the pool is provisioned with the firm and is not changed from this page.
Assignment precedence¶
The Precedence card explains the order in which a new lead's owner is decided — an explicit assignment first, then the firm default owner you set above, and finally the fallback pool. It is a read-only explanation to help you predict where a lead will land.
Note
You can always reassign a lead afterwards — individually from its row in the accounts list, or in bulk with Assign agent. See Work the accounts list.