Unassigned Record Reports

Unassigned records reports show a list of all records who are not yet assigned an owner. They can be new leads that come in through the pipeline that need to be assigned to sellers or sales teams. Pulling a report of unassigned records allows a business to prevent loss of revenue from unassigned records and balance assignments among sellers. Businesses can use rules to match leads or attributes for unassigned records to sellers who are a good fit for the lead.