Claim, release or assign a lead
Make it clear who follows up on each lead. Agents claim and release; the Admin assigns.
- Admin
- Agent
- ⏱ 1 min
- Updated October 6, 2026
See who owns it
In Leads, the Owner column shows who follows up on each one. Filter Owner by Mine or Unassigned. If your team has a single Agent, you won't see any of this: they're all yours.
Claim an unassigned one
If you're an Agent, open an Unassigned lead and tap Claim. You're now its owner.
Release one of yours
If you can't follow up, open the record and tap Release. It goes back to Unassigned so someone else can claim it. You can only release your own; you can't change the owner of another Agent's leads.
Assign it to someone
Assigning to someone else is for the Admin only. On the record, tap the owner's name and, under Assign to, pick an Agent or Unassigned.
Assign several at once
As an Admin, in the List view tick the boxes of the ones you want, tap Assign to… and pick the Agent. This isn't on the Board.