Assign Scheduler to Leads

What's New

What's New

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Assign Scheduler to Leads

04/14/2025

You can now assign a scheduler (business development specialist) to a lead or contact in LeadCenter—separate from the contact owner.

Use this field to assign the user responsible for scheduling appointments with the prospect. It is especially useful for reporting when the contact owner changes, as it allows you to consistently track scheduler performance regardless of ownership changes.

On the contact details page, select a user from the Scheduler dropdown:

The scheduler field is also available in filters, segments, and workflows. It will be available soon in the Sales pipeline report.

In the Sales Pipeline:

If the owner is the same as the scheduler, only one name will appear in the column.
If the owner is different from than scheduler, both names will appear in the format: Owner Name\Scheduler Name.

Note: If you need to mass update existing contacts scheduler field based on contact owner or contact owner history, send an email to support@leadcener.ai

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