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# Reassigning leads in bulk

Move open leads from one team member to another in a single step when someone leaves or workloads need to be rebalanced.

2 min readUpdated Mar 28, 2026

In this category · 4 articles

[Inviting team members](/help/team/inviting-users)[Understanding roles and permissions](/help/team/roles-and-permissions)[Reassigning leads in bulk](/help/team/bulk-reassignment)[Deactivating and reactivating team members](/help/team/deactivating-team-members)

## Team Management

[Inviting team members](/help/team/inviting-users)[Understanding roles and permissions](/help/team/roles-and-permissions)[Reassigning leads in bulk](/help/team/bulk-reassignment)[Deactivating and reactivating team members](/help/team/deactivating-team-members)

Bulk reassignment lets you move all open leads from one team member to another in a single action. Use it when someone leaves the team, goes on leave, or when workloads are uneven and you need to redistribute quickly.

**Bulk reassignment requires a Pro plan or above.**

![bulk-reassignment](/help/screenshots/bulk-reassignment.png)

## When to use it

- A field executive or manager is leaving and their active leads need to be handed over
- A team member is overloaded and you want to redistribute their open leads to another person
- You’re restructuring territory assignments and need to shift a full pipeline

## How to access it

1. Go to **Team** from the sidebar navigation
2. Click **“Bulk Reassign Leads”** — this button is only visible if your account is on Pro or above and has at least two assignable members

## How it works

1. On the Bulk Reassign page, select the **Current Assignee** — the person whose leads you want to move. The form shows how many open leads are currently assigned to them.
2. Select the **New Assignee** — the person taking over those leads. The current assignee is automatically excluded from this list to prevent accidental no-op reassignments.
3. Click **Apply Bulk Reassignment**.

Only open leads (non-terminal statuses) are transferred. Leads that have already been won, lost, or otherwise closed are not affected.

## What happens after

- All open leads previously assigned to the source member are immediately reassigned to the new member
- An entry is recorded in the audit log with the names of both team members and the number of leads transferred
- Both the source and new assignee receive an in-app notification about the reassignment (you, as the person who initiated it, are not notified)

**Note:** Bulk reassignment cannot be undone in one click. If you need to reverse it, run the tool again with the assignments swapped.

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## Related articles

[Team ManagementDeactivating and reactivating team members](/help/team/deactivating-team-members)[Team ManagementInviting team members](/help/team/inviting-users)[Team ManagementUnderstanding roles and permissions](/help/team/roles-and-permissions)