How do I assign a lead to a different sales rep?

A common query is how to change the ownership of a lead or account to a different account owner.

First, go into the account or lead either from the search bar or from the relevant module on the left of BuddyCRM.

Hit the pencil icon top-right of the record, ‘edit master details’, to load the editing panel for the master details section:

Choose the new owner from the Owner dropdown:

Then select ‘update’ to save the change.

If you have any queries, don’t hesitate to get in touch with the team at support@buddycrm.com.