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            Assign Prospects to a Lead Nurturing Agent Manually

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            Assign Prospects to a Lead Nurturing Agent Manually

            In addition to using assignment rules in the Lead Nurturing agent settings in Agentforce Builder and automated actions, you can assign prospects you own to the SDR agent manually.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
            User Permissions Needed
            To assign prospects to a Lead Nurturing agent:

            Use Agentforce SDR App

            OR

            Configure Agentforce SDR App

            Watch the video to see how to assign prospects to a Lead Nurturing agent manually.

            On the lead, contact, or person account detail page, choose Assign to Agent from the Action menu.

            Before assigning a prospect to an agent, be sure its email address isn’t used by any other other lead, contact, or person account records.

             
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