Assign to Team(s)

When a new lead comes through, the system field within the lead profile page will have a specific value, which could be a team. Inside the bot, you can assign the responsible party for the leads from each bot. To learn more, visit the team's section.

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How to Assign Leads to Team(s):

1. There are two ways to get to "conversion settings" where you can "assign to team(s)." To start, navigate to the bots page.

2. You then can either select one of the bots from the sidebar and choose the "preference" drop-down or click the down arrow on the top right corner of your preferred bot and select "preferences."

3. Choose "advanced preferences" at the bottom of the page.

4. Under the category "lead management," you will see a drop-down that says "assign to team(s)." Here you can choose which team is responsible for all leads generated from this bot. Remember to save.


If a lead gets assigned to a particular team, only users on that team will receive notifications about that lead. Only notifying specific teams keeps your firm organized.

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