How to Assign a New MQL to User

Benjamin Johnson
|
14 steps
|
2 minutes

Salesforce

Navigate to [https://ministry.lightning.force.com/lightning/r/Report/00O5c000008Dd2hEAC/view](https://ministry.lightning.force.com/lightning/r/Report/00O5c000008Dd2hEAC/view)

Click "MQL Marlene Brueckner"

Click Lead - "Marlene Brueckner"

Click "Activity" to review if anyone has interacted with this lead.

Click back to the original tab with the MQL - "MQL Marlene Brueckner"

Review Brand.

Review Product Interest

Review Lead Source

Reassign the MQL Owner to the appropriate Account Executive or SDR

Type in the person's name.

Select the user.

Click "Change Owner"

Go back to original New MQL Report.

Click "Refresh"