How to Bulk Reassign Leads in Kylas CRM

Reassigning leads in bulk is a highly useful feature in Kylas CRM, especially for sales managers and administrators who want to quickly redistribute leads among team members. Whether due to territory changes, workload balancing, or employee movement, bulk reassignment saves time and ensures business continuity without manually updating each record.

This article explains the process of bulk reassigning leads in Kylas CRM, the prerequisites, and the practical benefits of using this feature.

Table of Contents

1. What is a Lead?

2. Prerequisites

3. Steps to Bulk Reassign Leads in Kylas CRM

4. Use Cases

5. Benefits

6. Conclusion

1. What is a Lead?

In Kylas CRM, a Lead refers to a potential customer who has shown interest in your product or service. Leads typically represent the first stage in the sales process, capturing details such as contact information, source, and status.

Managing leads effectively ensures higher conversion rates and stronger sales pipelines. Reassignment helps in aligning the right salesperson to the right opportunity at the right time.

2. Prerequisites

Before reassigning leads in bulk, ensure the following requirements are met:

• Permissions: You must have the Update Leads permission.

• Product Plans: Available on Embark and Elevate plans.

• Activities to be Completed: None required prior to reassignment.

3. Steps to Bulk Reassign Leads in Kylas CRM

Follow these step-by-step instructions:

Step 1: Login and Select Leads

• Login to your Kylas CRM account.

• Navigate to the Leads module from the left-hand menu.

• Select the checkbox for the leads you want to reassign. You can select multiple leads at once.

Step 2: Update Lead Owner

• Once the leads are selected, click on the Update option from the action menu.

• In the Field Selection dropdown, choose Owner.

• From the available list, select the name of the user to whom you want to reassign the leads.

Step 3: Confirm and Reassign

• A confirmation message will appear with the checkbox:
  “I understand that the changes made cannot be undone.”

• Tick the checkbox to confirm your action.

• Click on the Update button to complete the reassignment.

The selected leads will now be reassigned to the chosen user.

4. Use Cases

Here are common scenarios where bulk lead reassignment is highly valuable:

• Team Restructuring: When sales teams are reorganized, leads can be redistributed to new team members.

• Employee Transition: If an employee leaves the organization, their leads can be reassigned to another salesperson to maintain engagement.

• Workload Balancing: Managers can ensure no salesperson is overloaded by redistributing leads evenly.

• Territory Management: Leads can be reassigned to team members responsible for specific geographies or product categories.

5. Benefits

• Saves Time: Eliminates the need to manually update leads one by one.

• Improves Efficiency: Ensures sales opportunities are never stalled due to ownership gaps.

• Better Lead Management: Keeps leads aligned with the right sales representatives.

• Seamless Transitions: Smooths the process when there are organizational or personnel changes.

6. Conclusion

The Bulk Lead Reassignment feature in Kylas CRM is an essential tool for administrators and sales managers. It ensures leads are effectively managed, reassigned with minimal effort, and remain actively pursued regardless of team changes. By leveraging this feature, businesses can maintain momentum in their sales pipeline, balance team workloads, and improve customer engagement.