How do I unassign the lead owner on leads?

Modified on Fri, Mar 27 at 11:37 AM

Subject

Applies to: Admin
Purpose: Explain how Admin/Branch Manager users can unassign or change the lead owner on one or more leads.
Location in Ricochet: Lead Management

Description

The instructions in this article require Administrator permission

Admin/Branch Manager users can use mass actions on the Lead Management page to change or remove lead ownership. If you do not see the Assign To option, please reach out to Support.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

Please see the above tutorial that illustrates how to change or unassign lead owners from leads

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket