# Lead ownership and assignment

> Make one person accountable for the next action on an inquiry.

Official source: https://scavicompany.com/docs/lead-ownership/

Updated: 2026-10-12

Published by: Scavi Company

Language: en-US

## What matters

Shared access does not establish responsibility. An opportunity needs a named owner and a next step, especially when multiple people can see the same message or customer record.

## Put it into practice

- Define assignment rules
- Record the current owner
- Review unassigned inquiries

## An example in practice

Two team members read a quote request and each expects the other to reply. An ownership rule prevents the request from sitting between them.

## What to track

Count unassigned and overdue opportunities.

## Related reading from our blog

- [Read the related article](https://scavicompany.com/blog/crm-for-contractors/)
- [Explore the blog](https://scavicompany.com/blog/)

## Related guides

- [Lead qualification](https://scavicompany.com/docs/lead-qualification/index.md)
- [Useful CRM records](https://scavicompany.com/docs/crm-records/index.md)
- [Sales pipeline stages](https://scavicompany.com/docs/pipeline-stages/index.md)