Adding Additional Assignees in the Lead Form #
In NexaPortal, besides the main manager and the salesperson assigned to a lead, it’s also possible to add multiple Assignees (responsible users).
This feature helps managers distribute tasks related to lead follow-up among different users such as salespeople, translators, support staff, or external partners.
✳️ Accessing the Assignee Section #
At the top of the lead form, there is a section called Assignee.
If no user has been assigned yet, the following message appears:
👉 “There aren’t any assignees added.”
And a button: Add Assignee
➕ What happens when you click Add Assignee? #
After clicking, a list of system users will appear.
You can then select one or multiple users to be assigned as responsible for this lead.
📌 Role of Assignees #
| Feature | Description |
|---|---|
| Direct Access to Lead | Assigned users see the lead in their list |
| Notifications | They receive alerts when status changes, tasks are added, or new messages arrive |
| Editing Ability | Depending on permissions, they can view or edit lead information |
✅ Benefits of Multiple Assignees #
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Better coordination across sales and service teams
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Prevents delays in lead follow-ups
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Increases responsibility transparency
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Allows different team members to manage leads during different shifts
✨ Note: The system always shows the Main Assignee in the lead form, but additional assignees are also displayed in related tabs such as Chat, Tasks, and Reminders
