How do I reassign a group of leads to a pond?

To learn how to reassign a group of leads to a pond, follow along with the step-by-step instructions below.

Step 1: Start by going to your Leads page or the Company Leads page if you have admin access.


Step 2: Select the leads you are wanting to move to a pond individually or by using the Select All X Leads On This Page or Select All X In This List button.


Step 3: Click on Select an action.
Step 4: Chose Move Leads to Pond from the list.


Step 5: If you would like the tasks and active campaigns preserved for the lead, you will want to check the box for Change Lead Owner to Lead Member.
Step 6: Select which pond you would like to move the lead to.
Step 7: You will need to provide a reason as to why you are moving these leads to the specified pond.
Step 8: Click on Assign to complete the action. Please note, this action cannot be undone.