What's the difference between Assign and Auto-Assign?

Assign lets you pick a specific team member from a dropdown. Auto-Assign uses SigmaDSA's workload-balancing rule and gives the lead to whichever active team member currently has the smallest open pipeline. Auto-Assign is best for bulk reassignment after onboarding a new salesperson; Assign is for one-off hand-offs.

Can a non-admin user assign leads?

Assignment is permission-gated by `LoanCRM.Leads.Assign`. By default this is granted to admins and sales managers. Salespeople can usually see the Assign button only on their own leads. Ask your tenant owner to grant the permission from Admin → Identity Management → Roles.

What happens when I reassign a lead?

The previous owner loses access (unless they have ViewAll); the new owner gets a notification and a task entry on their My Tasks board. The reassignment is logged on the lead's Activity Timeline with who did it, when, and the previous + new owner.

Will the AI Employee keep handling WhatsApp conversations after reassignment?

Yes — the AI Employee is per-tenant, not per-user, so it continues to respond to the applicant on WhatsApp 24/7 regardless of who owns the lead. The new owner sees the same conversation history in the lead's chat panel.

Assign a lead to a team member — SigmaDSA Help

Two ways to assign or reassign a lead in SigmaDSA — from the Actions menu on the Leads list, and from the Assignment card on the lead detail page.

Every lead in SigmaDSA has a single owner — the team member responsible for following up. You'll assign a new lead either implicitly (auto-assignment when it's created) or explicitly when you decide who should handle it. The same goes for reassignment: when someone goes on leave, joins a new team, or the wrong person picked it up by mistake.

There are two ways to assign or reassign a lead:

Use this when you're working through a batch of leads and want to hand each one to a different person without opening every lead.

On the Leads list, click the Actions button on the row of the lead you want to assign. The dropdown shows every action available for that lead, including Assign (and Auto-Assign for unassigned leads).

Actions dropdown open on a lead row with the Assign option highlighted — Click Actions on any lead row, then choose Assign.

Pick the team member and Save

A modal titled Assign Lead appears with a single dropdown — every active user in your tenant who has the Leads permission. Pick the team member you want to give the lead to and click Assign.

Assign Lead modal with the Select User dropdown and Assign button highlighted — Pick a user from the dropdown, then click Assign to save.

2. From the lead detail page — Assignment card

Use this when you're already looking at a specific lead (just made a call, just read through the activity timeline) and decide to hand it to someone else. No need to bounce back to the Leads list.

Open the lead and find the Assignment card

Click the lead's row in the Leads list to open the lead detail page. On the right side, find the Assignment card — it shows who currently owns the lead. Click Reassign in the card's top-right corner.

Lead detail page with the Reassign button on the Assignment card highlighted — On the lead detail page, the Assignment card on the right has a Reassign button.

Pick the new team member and Save

The same Assign Lead modal opens. Pick the new owner from the dropdown and click Assign. The Assignment card updates immediately, and a new entry appears on the Activity Timeline below recording who reassigned and when.

What happens after assignment

The lead's status changes to Assigned if it was previously New.
The new owner receives a notification (in-app + email if they have email alerts on).
A task appears on the new owner's My Tasks board prompting them to make first contact.
The reassignment is logged on the lead's Activity Timeline — visible to anyone with ViewAll permission.
The previous owner loses the lead from their personal view unless they have ViewAll.

Bulk assignment — Auto-Assign All

For load-balancing across the team (e.g. after onboarding a new salesperson), use the Auto-Assign All button in the Leads list top bar. SigmaDSA distributes every unassigned lead across active team members using workload-aware rules — the team member with the smallest open pipeline gets the next one.

Per-row Auto-Assign (available on New leads via the Actions menu) does the same thing for a single lead.

Assign a lead to a team member

1. From the Leads list — Actions menu

Open the Actions menu