Is there any easy way to customize the UI so I can bulk-assign leads (select multiple leads using checkboxes) to a particular user instead of opening each lead and assigning it that way?
Not out of the box. You can bulk-edit via the Report view though.
Really? I can’t see how to do it.
And bulk-assigning of leads via checkboxes would be a nice feature, don’t you agree?
You can use the data import tool.
Instead of assigning we are using the
Owner field in the Lead and basically the owners are the ones which we consider as assigned only as this field can be imported.
Also the lead managers are only able to view the leads where their user id is mentioned in the owner.