♻️ Leads Reassign

Move Stagnant Leads Before They Die

A good lead in the wrong rep's queue is a lost lead. Leads Reassign lets you move enquiries to your closers, with every transfer logged so accountability survives the handover.

How does lead reassignment work?

Leads Reassign identifies enquiries sitting idle with a representative and lets you transfer them to another rep in bulk or individually. Every reassignment is recorded as a transaction, so the lead's full history — including who held it before and what was discussed — moves with it rather than being lost.

Bulk or singleTransfer
Moves with leadHistory
Every transactionLogged
StagnationTrigger
✓ Live product, running today ✓ Hinglish-ready ✓ Your call audio stays on your Drive
Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

The rep who cannot close is still holding your pipeline

Every pharma sales team has the same pattern: two reps close most of the business, the rest hold leads that slowly cool. The leads are not bad — the match is. Without a clean reassignment path, managers either leave them to rot or reassign informally over WhatsApp, losing the history.

Transfers that keep context

When a lead moves, everything moves with it — the call briefs, the classification, the source, the follow-up history. The receiving rep opens a full picture, not a phone number. That is what makes a reassigned lead convertible rather than a cold restart.

Accountability through the log

Each transfer is a logged transaction. Six months later you can see which leads were reassigned, from whom, to whom and what happened next — which tells you as much about your team as it does about the pipeline.

❓ Questions

Frequently asked questions

Does the new rep see the previous conversations?
Yes. All call briefs, transcripts, classifications and follow-up history transfer with the lead, so the receiving rep has full context.
Can I reassign many leads at once?
Yes, leads can be moved in bulk or individually, and each transfer is recorded separately in the log.
Is the original representative's work still visible?
Yes. The history is not overwritten — you can always see who held the lead previously and what they discussed.
Keep exploring

Where to next

Ready to see every call your team makes?

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

Chat with us