Before an inside sales rep can work a lead from the mobile app, an organization administrator must assign the lead to them. This article explains how lead assignment works and what it enables.
Who Can Assign Leads?
Any user with access to the organization's Leads list in the web app can assign leads. This is typically an administrator, manager, or team member with lead management permissions.
Who Can Be Assigned?
Leads can be assigned to:
- Organization members — users who are part of the organization's team
- Active inside sales users — users who have been added as inside sales reps for that organization
The assignment dropdown will show all eligible users when you click to assign.
How to Assign a Lead
- Navigate to the Leads list in RentalOS (web app)
- Find the lead you want to assign
- Click the Assigned To field on the lead row (or click the assign action button)
- In the modal, select the inside sales rep from the dropdown
- Click Update
The assignment takes effect immediately.
What Happens When a Lead Is Assigned
Once a lead is assigned to an inside sales rep:
- The lead appears in the rep's Leads tab in the Pocket Drives mobile app (Commission Mode)
- The rep can view the lead's contact information, vehicle of interest, status, and disposition
- The rep gains the ability to request a rental folio for that lead
- The rep can chat with the garage about the lead's folio
Important: Only the assigned rep can request a folio for that lead. If the lead is unassigned or assigned to someone else, the folio request will be denied.
Changing or Clearing an Assignment
Reassigning a Lead
- Click the Assigned To field on the lead
- Select a different team member
- Click Update
The lead will move from the previous rep's Leads tab to the new rep's.
Clearing an Assignment
- Click the Assigned To field on the lead
- Click Clear Assignment (or select the clear/unassign option)
- Confirm the action
Once cleared, the lead will no longer appear in any rep's mobile Leads tab. Any existing folio and chat history remain intact and accessible from the web app.
Tracking Assignment History
All assignment changes are logged on the lead. You can see who assigned the lead, when it was assigned, and any reassignment history in the lead's activity log.
Best Practices
- Assign leads promptly — the sooner a rep gets a lead, the sooner they can engage the customer
- Match leads to reps by location or expertise — if a rep specializes in luxury vehicles or a specific market, assign accordingly
- Monitor conversion rates — use the Commission Report (Reports → Commissions) to see which reps are converting leads effectively
- Don't leave leads unassigned — unassigned leads don't appear in anyone's mobile app and may go cold
Frequently Asked Questions
Q: Can a lead be assigned to multiple people?
A: No. Each lead has one assigned rep at a time. Reassign if you need to transfer it.
Q: What if the rep doesn't have the Pocket Drives app?
A: The rep needs the Pocket Drives mobile app in Commission Mode to see their assigned leads. Without it, the assignment still exists but they won't be able to act on it from mobile.
Q: Does assigning a lead create a rental automatically?
A: No. Assignment only makes the lead visible to the rep. The rep must tap Request Folio in the app to create or link a rental.