Manage a Lead Data Set
A CRM admin can adjust assignments and the calling setup after creating a data set. Managers with access can review its records and results.
Entry pointCRM → Lead Data → Data Sets → a data set
Open CRM → Lead Data → Data Sets and select a row. The detail page has Overview, Data & Assignment, Leads, Call Dispositions, and Reports tabs. Some focused roles see Lead Data directly in their sidebar.
Review the Data Set
The header shows its name, source, and status. The counters show Total leads, Assigned, Unassigned, and Pending calls. On Overview, link a reusable Call script or a published Call feedback form. Select New script or Build a form if you need to create one first. A form must be published before it appears in the picker.
Assign or Rebalance Records
Open Data & Assignment. Currently assigned shows each executive's record count.
| Mode | What it changes |
|---|---|
| Assign unassigned | Distributes only records without an owner. |
| Redistribute unworked | Rebalances eligible records with no call attempts, including records already assigned. Worked records stay with their current owner. |
- Choose the mode. If all records already have an owner, select Redistribute unworked.
- Select Add executive for each person and enter percentages totaling 100%.
- Select Preview to check the expected counts.
- Select Confirm assignment or Redistribute leads. Confirm the redistribution prompt if shown.
The Assigned and Unassigned counters and Currently assigned list should update. Check Leads if you need to inspect individual records.
Import More Records
Import is available while the data set is Draft. Open Data & Assignment → Open importer, upload a CSV or Excel file, map fields, review validation, and start the import. Review the result for rejected rows before activating the set.
Change Status
| Current status | Available actions |
|---|---|
| Draft | Activate |
| Live | Pause, Complete |
| Paused | Activate, Complete |
| Completed | No status action shown |
Select Edit in the header to change the data set's details. Edit opens the data set form.
Check Outcomes
Use Call Dispositions to inspect saved call outcomes. Use Reports for data set totals and executive performance. See Track How Your Calling Team Is Doing.
Common Issues
| Issue | What to check |
|---|---|
| Assignment controls are missing | Ask a CRM admin to check your role. |
| Assign unassigned shows no editable rows | All records may already have owners. Use Redistribute unworked if you need to rebalance records without attempts. |
| A record stays with its owner after redistribution | Records with attempts or completed work are not moved. |
| The feedback form is missing | Publish the form before linking it from Overview. |
| Assigned records are absent from My Queue | Check that the data set is Live and clear queue filters. |
Contact Brixi support if a confirmed assignment fails to update counts or assigned records in a live data set remain absent after refreshing. Include the data set name and the action or error shown.