Manage Unassigned Leads

Review and assign clinic ownership to leads that have no clinic assignment, ensuring no lead goes unattended.

Prerequisites

• OrganizationAdmin role
• Leads exist with no clinic assignment (common in MANUAL_ASSIGN mode or when webhook payloads lack a clinicId)

Steps

1. Navigate to Leads → Unassigned to view all leads without a clinic assignment.
2. Review each lead’s details (name, source, contact info, selfie analysis report if available).
3. Check the suggested clinic — in MANUAL_ASSIGN mode, the suggested clinic (from the lead source) is pre-filled but editable.
4. Assign a clinic by confirming the suggestion or selecting a different clinic within your organization.
5. Click Confirm to complete the assignment.

Once a clinic is assigned, the LeadDistributionAlgorithm automatically assigns an active staff member within that clinic to the lead.

Notes

• Clinic-level staff cannot see Unassigned Leads — this view is exclusive to OrganizationAdmins.
• In AUTO_ASSIGN mode, Unassigned Leads only occur when no clinic can be determined from the source (e.g., webhook with no clinicId, OrganizationAdmin manual entry with no clinic selected).
• In MANUAL_ASSIGN mode, all incoming leads from API sources start as Unassigned until the OrganizationAdmin confirms.
• You cannot assign a clinic from a different organization.
• The assignment is recorded in the AuditLog.