Assign and reassign leads
Transfer ownership while preserving notes, activity and communication history.
Feature pathLead → Assigned
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Transfer ownership while preserving notes, activity and communication history. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Lead → Assigned and select the relevant record or setup list.
- Use search, filters or status tabs to confirm you are working on the intended item.
- Review linked records, activity and permissions before changing status, ownership or visibility.
- Use the available edit, status, reorder, attach, copy or delete action as required.
- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
- Verify the updated state in the list and record view.
- Check downstream client portal, reporting or automation effects where applicable.
Important fields and decisions
Name and companyConfirm this information is accurate and appropriate for the record.
Email and telephoneConfirm this information is accurate and appropriate for the record.
Source and statusConfirm this information is accurate and appropriate for the record.
Assigned staffConfirm this information is accurate and appropriate for the record.
Estimated valueConfirm this information is accurate and appropriate for the record.
Tags and descriptionConfirm this information is accurate and appropriate for the record.
Checks before completion
- Capture source consistently.
- Set the correct owner.
- Record meaningful next steps in notes or reminders.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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