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GoHighLevel leads not being assigned to users

Taking notes on a printed list at a team meeting

Short answer

In GoHighLevel, leads are usually assigned by the Assign to User workflow action. When reps don't get leads, the trigger didn't run, Only Apply To Unassigned Contacts skipped contacts that already had an owner, the notification step runs before the assignment, the rep can only see assigned data, or a round robin calendar changed the owner when the lead booked.

How to fix it

  1. Add Assign to User. With several users it rotates; split traffic evenly or unevenly, like 5 to 2.
  2. Check unassigned-only. On, it only assigns contacts who don't have an owner yet. Off, it reassigns them.
  3. Start from the lead source. For Facebook leads, start the workflow with the Facebook Lead Form Submitted trigger, then Assign to User.
  4. Notify after assigning. Add an Internal Notification to the assigned user after the assign step. If there's no assigned user yet, the step is skipped.
  5. Check what the rep can see. Settings > Users > the user > Roles & Permissions > Only Assigned Data limits them to their own records.
  6. Check calendar assignment. A round robin calendar can assign contacts to the team member they booked with, under the calendar's team member advanced settings.

Common questions

Can I give one rep more leads than another?
Yes. Assign to User can split unevenly between users.
Why didn't the rep get a notification?
The notification ran before the assignment, or the rep's notification settings don't include that type.

More contact and pipeline fixes

All Contacts & pipelines fixes

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