Assigning Spreadsheets & Existing Contacts in Bulk

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How to I assign all contacts in a folder?
How do I assign or reassign only part of a folder?
How do I reassign contacts from one user to another user?

How do I assign all contacts in a folder?

1. Go to Administration > Bulk Assignment.
2. Stay on the "Assign Leads by Folder" tab, and select your Folder.
3. Select the users you would like to assign leads to by percentage, and click "Assign Percentage."
4. Give each user a percentage by typing a number in the white text box, so the total is 100%.
5. In the "Include" dropdown, choose whether you'd like to assign all leads or only the unassigned leads. If there are already assigned leads within the campaign, generally you will choose "Only Unassigned Leads" to prevent overwriting the assignment on existing leads.
6. Click Submit.

How do I assign or reassign only part of a Folder?

1. Go to Leads > All Leads By Folder and filter to find the contacts you would like to assign/reassign.
2. Click the top checkbox on the left of the list to highlight all contacts on the page. If you have multiple pages of contacts, a yellow box will appear above the list giving you an option to select all.
   
   
   
   
3. Above the list, select "Assign To" in the Select Action dropdown. Choose the user you would like to assign the leads to, and click "Assign Leads."
   

To assign part of a folder by percentage (vs. to one user), first the contacts must be isolated in a new folder, then assigned using Bulk Assignment. Click here for instructions on moving contacts to a new folder, and click here for instructions on using Lead Distribution.

How do I reassign contacts from one user to another user?

1. Go to Administration > Bulk Assignment.
2. Click one of the "Redistribute Leads by User" tab.
   Advanced - Allows you to reassign leads one campaign at a time.
   Basic - Allows you to reassign all leads at once.
3. Select the user to take leads from.
   For Advanced, also select the campaign and types of leads to reassign. Repeat for each campaign that needs assigned.
4. Select the user to reassign the leads to.
5. Click Reassign Leads.