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How to Assign a Lead to a Group?

Samir Rashed avatar
Written by Samir Rashed
Updated over 3 weeks ago

You can quickly assign a lead to an existing group without opening the Lead Card. Follow these steps:

1. Navigate to the Leads Section

Log in to String, then go to "Customers / Leads" from the navigation bar.

2. Select the Lead

Find the lead you want to assign and select it.

3. Click on "Assign to Group"

  • Locate the "Assign to Group" option in the actions menu.

  • Click on it to open the group selection list.

4. Choose an Existing Group

  • Select the appropriate group from your existing group list.

5. Click "Save"

  • Confirm the assignment, and the lead will be added to the selected group instantly.

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