Assign and reassign leads | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/assign-and-reassign-leads
Publisher: Pixie Technologies LLC

How-to guide
Assign and reassign leads

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Transfer ownership while preserving notes, activity and communication history.

Audience: Sales manager; Feature: Lead; Permission-aware; 

Where to goLead (https://pixiecrm.com/help-centre/topic/lead) → Assigned

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Transfer (https://pixiecrm.com/help-centre/topic/transfer) ownership while preserving notes, activity and communication history. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Lead (https://pixiecrm.com/help-centre/topic/lead) → Assigned and select the relevant record or setup list.

- Use search, filters or status tabs to confirm you are working on the intended item.

- Check linked records, activity and permissions before changing status, ownership or visibility.

- Use the available edit, status, reorder, attach, copy or delete action as required.

- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.

- Check the updated state in the list and record view.

- Check (https://pixiecrm.com/help-centre/topic/check) downstream client portal (https://pixiecrm.com/help-centre/topic/client-portal), reporting or automation effects where applicable.

Settings to check

Name and companyCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Email (https://pixiecrm.com/help-centre/topic/email) and telephoneCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Source and statusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff (https://pixiecrm.com/help-centre/topic/provider)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimated valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Tags and descriptionCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Capture source consistently.

- Set the correct owner.

- Record meaningful next steps in notes or reminders (https://pixiecrm.com/help-centre/topic/reminder).

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)transfer (https://pixiecrm.com/help-centre/topic/transfer)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Assign staff members to customers (https://pixiecrm.com/help-centre/assign-staff-members-to-customers)Convert a lead to a customer (https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer)Deactivate staff access safely (https://pixiecrm.com/help-centre/deactivate-staff-access-safely)Mark leads as lost or junk (https://pixiecrm.com/help-centre/mark-leads-as-lost-or-junk)Add lead notes, activities and attachments (https://pixiecrm.com/help-centre/add-lead-notes-activities-and-attachments)