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Operate

Procedure: assign an owner and filter "mine"

  1. Open the lead’s record (click its board card or its row in the list view).
  2. Under “Assigned to”, choose the team member (or “Unassigned” to free it up). It saves instantly.
  3. The owner’s name shows up as a chip on the board card and as a column in the list view.
  4. Each salesperson can tap “Assigned to me” (available on the board and in the list) to see only their own portfolio.

Result: every lead has a visible owner, and each salesperson finds theirs in one click.

Leads board with the "Assigned to me" filter active and the manual lead's card showing the owner chip and the source medium
Leads board with the "Assigned to me" filter active and the manual lead's card showing the owner chip and the source medium