Programs Bulk Lead Assignment

Overview

The Manage List page gives managers a streamlined way to select and assign qualified leads directly from a single view. Users can filter the fan list, select any number of fans at once, and assign or take action on them in just a few steps.

Only users with the role of Sales Manager, Marketing Manager, or Administrator can manage and assign leads within a program.

Getting started

To reach the Manage List page:

1. Open the program you want to work in

2. Click “Manage List” from the top of the program navigation

Once you're on the Manage List page, you'll see your full fan list alongside filter controls on the left sidebar and selection controls at the top of the list.

Filters and fan count

Viewing your filtered results

When no filters are applied, the selected fan count at the top of the page reads 0. As you apply filters, the description below the count updates to reflect how many fans match your criteria:

Filter pills

Slider-based filters — including Touchpoints, Distance to Venue, Lead Score, and Profile Type — display as active filter pills in the filter area once a value is selected.

• Each pill shows the active value for that filter.

• To remove a filter, click the ✕ on its pill. The pill is removed and the corresponding slider resets to its default state.

Selecting fans

The Manage List page supports three ways to select fans. The Selected count at the top of the page updates cumulatively as you make selections.

Select individual fans

Click a fan's name or their checkbox to add them to your selection. The Selected count increments with each addition.

Select All

Click the “Select All” link to select every fan meeting your current filtered criteria. All matching fans highlight in blue with a selected checkbox, and the Selected count updates to reflect the total filtered fan count.

Bulk Select

Click the “Bulk Select” button to choose a specific number of fans from the list at once. A popover appears with the following options:

Select by Quantity

Enter the total number of fans to select from this list.

Number of Fans: Type a number or use the arrows to adjust

Select by: Choose Random or Recent Activity to determine how fans are selected

Apply: Click to confirm and apply the selection to the list

Assigning fans

Once one or more fans are selected, the “Assign” button becomes active. Click it to open a modal listing all available reps for assignment.

Select one or more fans using any selection method above.

• Click “Assign”

• Choose a rep from the modal

• Confirm the assignment and fan count

A toast notification confirms when the assignment was successful. If you had the Unassigned filter active, the newly assigned leads are immediately removed from the list.

Bulk actions

In addition to assigning fans, you can take other bulk actions on your selection. Once one or more fans are selected, the “Actions” button becomes active. Click it to open a modal with the following options: