Team management · 41-second walkthrough
How to Assign Real Estate Leads to Agents in Bulk
Distribute multiple CRM contacts to a team member in one action and review the changes before applying them.
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Watch on YouTubeHow it works in LeadBolt
- 1
Select the contacts you want to update in the CRM, using filters when needed.
- 2
Choose Assign, then select an available agent or Unassigned.
- 3
Review how many contacts will change and confirm the assignment.
Video transcript
Bulk assignment starts right in the CRM, alongside the contacts and filters you already use. Select the contacts you want to update, including an entire filtered view. The new Assign action opens a focused team-member picker. Choose any available agent, or return the selected contacts to Unassigned. LeadBolt confirms exactly how many contacts will change before applying the update. Private contacts remain protected, and clear results make large ownership changes easy to review.
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