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Troubleshooting: Lead Assignment Default
Troubleshooting: Lead Assignment Default

Troubleshooting: Lead Assignment Default

Emilie avatar
Written by Emilie
Updated yesterday

If a lead keeps getting assigned to a user other than the user that created the lead, this can troubleshooted by checking the company settings.

Go to the Sales Company > Company Settings

Find the "set default lead owner?" question to see if there is a rep listed. If there is one listed, that is who all leads will automatically be assigned to after a lead is created.

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This can be removed by removing the listed name and replacing it with "Select Option"

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This will then allow created leads to remain under the users that created them.

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