If your practice is part of a Group within DenGro, you might want to reassign a lead to another practice — especially if the lead prefers a location closer to them for consultations. 📍
Step-by-step guide to reassign a lead:
👤 Open the lead profile page
⋮ Click the three dots (⋮) in the top right corner and select ‘Lead Management’
📂 Select the Group to associate the lead with
If your practice is part of multiple groups, choose the relevant one. Otherwise, you’ll see only one group.
Decide if you want the group to manage the lead or keep it under your practice’s management. To keep it with your practice, select ‘No’.
🔄 Reload the page
Then click the three dots (⋮) again and choose ‘Reassign Lead’.
Select the practice you want to assign the lead to.
✅ That’s it!
The lead will now appear on the dashboard of the practice you assigned it to.
⚠️ Troubleshooting Tips
If you encounter issues when reassigning a lead, try these:
👀 Are you viewing the lead within the correct Practice or Group context?
🔗 Does the lead already have group management assigned?
🗂️ Do you have multiple DenGro tabs open? Try closing extras.
🕵️♂️ Try using an incognito/private browser window with no other DenGro tabs open.
If problems persist, please contact 📧 support@dengro.com for assistance.