lead assignment Archives

Assigning a lead to a user allows you to efficiently follow up with your lead and close them quickly. Especially if you have distributed the tasks between your team members to better close leads. How about assigning a bulk import list to a specific user!

Assigning a bulk import list to a user

When preparing the leads file, add a column in your CSV sheet called User_id.
- You can find the user_id in Settings > Users > next to the user name.
And set the column values to the User ID of the user you want to assign the leads to.

Mapping the user ID to aNinja field

When importing your CSV file, you want to map the user ID in your CSV file to user_id in aNinja fields.

Where does the user ID appear?

After the import, the user ID you’ve added to your contacts list will show in the lead view of the imported leads > in the Assigned to section.

Note: As long you have “Users can only see Leads assigned to them” enabled under Settings > Global Settings, then users (unless admin) can only see leads assigned to them.

Need help in assigning a bulk import list? Leave us an email at support@aninja.com and include the CSV file. Let us know the user you’d like to assign.

Assigning a lead to a user is the first task that you can do when a lead pops up into aNinja to turn them into a customer faster.

And in the sales/marketing process, multiple users may take charge of a lead, depending on their role.

Moreover, users with admin roles can manage the delegation of leads to different users.

When a lead is assigned to a user, if another user is sending them an email, it will pull out with the name of the user whom the lead is assigned to.

Assigning a lead to a user

Lead assignment can be done through:

The lead view
- This requires admin access if the option “Users can only see Leads assigned to them” is enabled in Settings > Global Settings
Triggers using [Lead assignment] actions

Bulk import by mapping to the user_id field
+ Add Lead modal in the top navigation bar
APIs by using user_id field.

User ID

Each user is granted a private user-id as soon as they are invited to join aNinja, regardless of their role.

You can find the user-id in Settings > Users.

Using a Smartlist, you can utilize this user-id to filter leads assigned to specific users. You can also enable this Smartlist as a Dashboard Widget.

Similarly, you can narrow down your Opportunity report to see a snapshot of the users’ sales activities over a certain timeframe.