How to Bulk Unassign or Reassign Leads in REsimpli
Step 1: Open the Phone Numbers Page
Go to Settings, then select Phone Numbers.
Step 2: Select a Campaign
Choose the campaign where you want to manage lead assignments.
Step 3: Open the Teams Tab
Inside the campaign settings, go to the Teams tab.
Step 4: View Assigned Leads by Role
Expand a role by clicking the dropdown arrow to view assigned leads grouped by status.
Step 5: Bulk Unassign Leads
Select the lead statuses you want to unassign, then click Unassign.
This will remove the selected leads from the assigned team member.
Step 6: Bulk Reassign Leads (Optional)
To transfer leads to another team member:
Select the leads or statuses
Click Assign Team Member
Choose the new user
Click Update Assignment
Step 7: Verify the Assignment Changes
The selected leads will now appear under the newly assigned user.
Step 8: Contact Support if Needed
Reach out to REsimpli support if you need help managing bulk lead assignments.