Overview
The Team tab on a lead shows the roles on that lead and who is filling each one.
This is where you find out who is responsible for a property — and, just as usefully, which roles nobody is filling.
Steps
Step 1: Open the lead
Click the property address of the lead you want to check.
Step 2: Go to the Team tab
Click the Team tab.
Step 3: Read the roles and assignees
You will see the roles on the lead and the assignee filling each one.
Important Notes
Assignment is by role. A lead can have several people on it in different jobs — one as Acquisition Manager, another as Dispo Manager.
An empty role is the thing to look for. If an automation creates tasks for a role nobody is filling on that lead, those tasks are created with no assignee and nobody sees them.
Check this before chasing a lead that has gone quiet. A property with no assignee is not being worked by anyone, however good it looks.
The Team tab reads; it does not tell you why. If the wrong person is assigned, change it on the lead or use bulk assignment for a group of leads.
Being assigned and having permission to see the lead are different things. Someone can be assigned a lead they cannot open.
Troubleshooting
No assignee is shown against a role
Nobody is filling that role on this lead. Assign someone, especially if automations create tasks for that role.
Tasks from an automation have no owner
Check the Team tab. The role the automation assigns to is empty on this lead.
The wrong person is assigned
Reassign on the lead, or use bulk assignment to fix a whole group at once.
You cannot find the Team tab
Open the lead by clicking its property address. Tab order can be rearranged, so it may not be where you expect.
A lead has been ignored for weeks
Check whether anyone is assigned to it at all.
Your assignee cannot see the lead
Check their permissions as well as the assignment. The two are configured separately.
Related
How to Bulk Assign Leads to a Team Member — assigning many leads at once
How to Filter Leads by Assigned User or Role — finding every lead a person holds a role on
How to Check a User's Permissions — whether they can actually open it
Summary
You checked who is assigned to a lead. You clicked the property address to open the lead and went to the Team tab, where the roles on the lead are listed alongside the assignee filling each one.
