What Is a Lead Owner?
When multiple Gather users are handling leads internally, assigning a Lead Owner is a helpful way to stay organized! This will also allow you to track the conversion rate for each sales manager.
The Lead Owner will receive email notifications whenever the lead responds to a message the Lead Owner sent to them.
Note: If another Gather user sends a message to your lead, their message will appear on your Homepage under 'Recent Messages', but you will not receive an email notification.
Below are instructions for assigning Lead Owners, and how to best utilize this field:
1. Navigate to the 'Leads' tab in Gather.
2. Select the lead you need to assign an owner to by clicking the lead’s name.
3. After clicking on the lead's name, you will automatically be navigated to the 'Details' tab. Here you will see a field called 'Lead Owner'. To add an owner, click 'Edit Lead' in the right-hand corner, and select a user's name from the drop-down menu.
4. Now that the lead has an owner, you are able to filter by the owner's name from the Leads tab to view a list of leads that are associated with a particular owner.
Note: Lead Owners are different than the owner you assign to a booking. When converting your lead to a booking, a new blank 'Owner' field will appear to select the Booking Owner. The Lead Owner does not carry over to the booking. This doesn’t mean that the Lead and Booking Owners can’t be the same, but you will need to fill in the 'Owner' field on the booking upon conversion!