Assigning leads to team members

Overview

Once a lead is captured, the next step is getting it to the right person. This article explains how Swivl links leads to customers and jobs so they can be assigned to your technicians for follow-up.

Who can access this

• Super Admin: can manage leads and assign related jobs.
• Admin: can manage leads and assign related jobs.
• Lead Technician: no access to the Leads module.
• Technician: no access to the Leads module.

How lead assignment works

Leads in Swivl are not assigned directly to team members. Instead, they are linked to customers and converted into jobs or estimates, which can then be assigned to your technicians during scheduling.

Here is the typical workflow:

1. Review the lead: Open a lead from the leads list to view all its details.
2. Create a job or estimate: Click the three-dot menu on the lead and select Create Job or Create Estimate. Swivl prompts you to link the lead to an existing customer or create a new one.
3. Assign to a technician: During job creation, assign the job to a technician or team.
4. Technician receives the job: The assigned technician sees the job on their schedule with all lead details carried over address, service, description, and any uploaded media.

Viewing assignment details

Leads do not have a dedicated Assigned To column on the leads list. Assignment happens through the job creation workflow once a lead is converted into a job, it can be assigned to a technician or team from the Jobs module.

Tips

• Convert high-priority leads to jobs quickly so they appear on your technicians' schedules right away.
• Use the Notes panel on a lead detail page to leave internal comments for your team before converting.
• If a lead requires multiple visits or services, create the job first and manage scheduling from the Jobs module.

Related articles

• Leads overview
• Creating a lead manually