How can I undo a lead assignment?

Short answer

As a system administrator, you can undo a lead assignment at any time, as long as no invoice has yet been created for the lead. The function is available both for individual leads in the lead details and as a bulk action for several leads at once.

Detailed instructions

Requirements

• You need the System administrator role.
• The lead must have the status “Assigned”.
• No invoice may have been created for the lead yet.

Option A: Undo a single lead

1. Navigate to Leads.
2. Open the lead in question with the status “Assigned”.
3. In the lead detail view, click the three-dot menu at the top right.
4. Select “Unassign”.
5. The assignment is undone immediately and you receive the confirmation “Assignment undone”.

Option B: Bulk action for several leads

1. Navigate to Leads.
2. Use the checkboxes to select all leads whose assignment you want to undo.
3. Open the Bulk actions menu in the top bar.
4. Select “Unassign”.
5. Confirm the action in the dialog with “Undo assignment of :count leads”.
6. Processing takes place in the background. You can see the progress in the “Pending Bulk Actions” section.

What happens when an assignment is undone?

• The lead status is reset from “Assigned” to “New”.
• Receipts that have not yet been billed (buyer and supplier) are deleted.
• Any prepaid credit that was used is deleted.
• The counters of the associated order (total delivered / delivered today) are reduced.
• If the lead was tied to a single-shot order, that order is reactivated if necessary.
• An entry is created in the activity log: “Lead assignment undone by [user]”.

Further frequently asked questions

Why can't I undo an assignment?

If an invoice has already been created for the lead, the assignment can no longer be undone. You will then see the message: “Assignment cannot be undone: an associated receipt has already been billed. Please create a refund.” In this case, create a refund instead.

Who is allowed to undo assignments?

Only users with the System administrator role can undo lead assignments. Other users do not see the corresponding button and receive an error message (HTTP 403) when calling the function.

Is a refund created automatically when an assignment is undone?

No. A refund is not triggered automatically. Instead, receipts that have not yet been billed are deleted directly. If an invoice has already been created, you must create the refund manually.

What happens to faulty leads in the bulk action?

Leads whose assignment cannot be undone (e.g. because they have already been billed) are skipped during bulk processing. The remaining leads are processed normally. Skipped leads are recorded in the log with the note “Undo skipped: [reason]”.

Can I restore an undone assignment?

No, an undone assignment cannot be restored directly. However, after the assignment has been undone, the lead is available again with the status “New” and can be assigned again, provided matching orders exist.

Is the order counter updated correctly after undoing?

Yes. When the assignment is undone, the “total delivered” and “delivered today” counters of the associated order are automatically reduced by one, so that the order can search for matching leads again.