Assigning leads to your team members in PSAI is simple. Follow the instructions below.
You can only assign leads to team members who have been added to PSAI. Learn how to add new PSAI users here.
1. Go to the Com Portal
Navigate to the Com Portal by clicking the link from the left-hand toolbar.
2. Find the Lead You Want to Assign
From the Com Portal, find the lead that you'd like to assign. Click on their name to open their main engagement page, which will look something like the one below.
Need help finding the lead in your Com Portal? If you're assigning a lead for the first time (meaning that the lead is currently not assigned to anyone), then the quickest way to find the lead will be to open the "Unassigned" lead bucket and then search through the search bar, as shown below.
3. Assign the Lead from the Drop-Down Menu
From the lead's main engagement page, click into the drop-down menu at the top of the right-hand column. If you're assigning a lead for the first time, then this menu will currently say "Unassigned." If you're reassigning the lead from one PSAI user to another, then it will display the name of the currently assigned PSAI user.
Click to open the drop-down menu and then simply click to select the user you'd like to assign this lead to.
That's it! You've now assigned that lead. With the lead assigned, your team member can take the reins and immediately work on nurturing the relationship and moving the lead further down the sales funnel.
You can change a lead's assignment at any time by simply repeating the instructions above. You can assign and reassign leads as many times as you want.
What Happens Next When You Assign a Lead?
Whenever you assign a lead, a few things will happen automatically—all of which make it easier for you and your team to keep track of the lead assignment now and in the future.
1. Automated Email Notification Is Sent
As soon as you assign the lead, PSAI will send an automated notification email to the user who has received the assignment. This email not only notifies the user, but it also provides a link to the lead in the Com Portal, so your team member can follow up as soon as possible.
Remember that the Com Portal is fully mobile-friendly! Even if your reps are on phones or tablets out in the field, they can still click on the link and use the Com Portal to immediately communicate with that lead. For quickest access, have your team save PSAI as a shortcut on their mobile home screen.
2. Activity Contact Panel Is Updated
Depending on how your business operates, you may assign and reassign leads several times throughout the customer journey. To help you stay on top of all these lead assignments, PSAI automatically records this information for you.
Simply click into the "Contact Activity" panel in the right-hand column of any lead. There you'll be able to see all activity, including who assigned the lead to who (and when).
3. Lead Buckets Are Updated
Whenever you assign a lead, the lead will immediately move into that PSAI user's "Mine" bucket.
Keep in mind that leads only appear in one bucket at a time. That means that the lead will move out of its original bucket and into the new bucket.
Buckets are also user-specific. The PSAI user who received the assignment will see the lead in his or her "Mine" bucket. You and all other PSAI users will see the lead in the "Assigned" bucket because it has been assigned to someone else.
Now you know how...but want to learn why you might assign leads to your staff? Get more tips and information in our overview on assigning leads in PSAI.