If your team uses LinkedIn to find leads, you know the drill: one person connects, someone else messages, and suddenly everyone’s tripping over each other in DMs. It’s messy, time-wasting, and honestly—painful. This guide is for sales managers, SDRs, founders, or anyone who’s tired of spreadsheets and wants a cleaner way to work as a team.
Here’s how to use Leaddelta to actually assign LinkedIn leads to team members, keep everyone in the loop, and avoid the classic “Who’s following up with this person?” panic. I’ll walk you through the real steps, what’s worth your time, and a few things you can skip.
Why bother assigning LinkedIn leads at all?
Before we get into the how, let’s be clear on the “why.” LinkedIn is great for building lists and meeting new people. But if you’re working as a team—or even just as a duo—it’s way too easy to:
- Overlap on outreach (annoying your leads)
- Lose track of who’s handling what
- Miss follow-ups because “I thought you had it”
Assigning leads gives you ownership, accountability, and a simple record of who’s doing what. It’s not “corporate process”—it’s sanity.
What you need to get started
You’ll need: - A Leaddelta account (with a workspace set up for your team) - Team members invited to the workspace - The Leaddelta browser extension installed by everyone who’ll use it - A LinkedIn account (obviously)
What you DON’T need: - A separate CRM (Leaddelta can work as a light CRM for LinkedIn leads) - Zapier, spreadsheets, or yet another tool (unless you want to overcomplicate things)
Pro tip: If your team is already buried in another CRM, think about how you want to sync things. Leaddelta isn’t going to replace Salesforce for bigger sales orgs, but it’ll cut the noise for LinkedIn-specific work.
Step 1: Set up your Leaddelta workspace
Don’t skip this, even if it’s boring. If your workspace is a mess, the rest of this guide won’t help.
-
Create your Leaddelta workspace.
If you’re the first person on your team, you’ll be prompted to set up a workspace after signing up. -
Invite your team members.
Go to the workspace settings, find the “Team” or “Invite” section, and get your people in there. They’ll need to accept the invite and connect their LinkedIn accounts. -
Check permissions.
Make sure everyone has the right access. If you want only managers to assign leads, adjust roles accordingly.
Reality check: Leaddelta’s workspace system is simple, but not ultra-granular. You get basic admin vs. member permissions. If you want per-lead privacy, this isn’t the tool.
Step 2: Import your LinkedIn connections and leads
Here’s where Leaddelta shows its value—it pulls your LinkedIn contacts into one dashboard, so you’re not sorting through endless browser tabs.
-
Install the Leaddelta browser extension.
This is non-negotiable: Leaddelta can’t read your LinkedIn data without it. -
Sync your LinkedIn contacts.
Open LinkedIn, click the Leaddelta extension, and follow the prompts to pull in your connections. This might take a few minutes the first time. -
Filter and tag your leads.
Use Leaddelta’s filters (location, company, title, tags, etc.) to narrow down who actually matters. You can add custom tags if you want to segment further.
What to ignore: Don’t bother importing every LinkedIn contact if you only care about a specific segment. Start focused, expand later.
Step 3: Assign leads to team members
Here’s the real meat of the guide—how to actually hand off leads inside Leaddelta.
-
Select the leads you want to assign.
Use the checkboxes next to each contact, or bulk-select using filters/tags. -
Click the “Assign” button.
In the Leaddelta dashboard, look for an “Assign” or “Collaborate” button (UI may change, but it’s usually obvious). -
Choose the team member.
A dropdown will show your workspace members. Pick who should own these leads. -
(Optional) Add a note.
Add a quick message—maybe context, deadlines, or next steps. This note sticks with the lead. -
Confirm the assignment.
The lead is now officially assigned. The assignee gets notified (in-app, and sometimes via email).
Pro tip: You can reassign leads if someone’s workload changes. Just repeat the process.
Honest take: The assignment feature is simple, and that’s a good thing. You won’t find deep automation or round-robin logic here. If you’re looking for lead-scoring, auto-assign, or complex workflows, you’re in the wrong place. For most teams, that’s a relief.
Step 4: Track ownership and activity
Assigning is half the battle. You also want to make sure leads don’t fall into the void.
-
View by team member.
Use filters to see which leads are assigned to whom. This keeps you honest about who’s overloaded—or slacking. -
Check activity and notes.
Leaddelta lets you add notes, set reminders, and log simple activities. Use these, don’t just rely on memory. -
Follow up, don’t nag.
If you’re a manager, review assignments weekly. Ask about stuck leads, but don’t micromanage—trust your team until they prove otherwise.
What doesn’t work: Don’t use Leaddelta as a full-blown sales pipeline tracker. It’s not built for complex deal stages or forecasting. It’s best for lead routing and light follow-up.
Step 5: Collaborate—without stepping on toes
Leaddelta’s collaboration features are intentionally lightweight, which is a blessing if you hate cluttered tools.
- Shared notes: Add context right where your team will see it. No more “Check Slack for the backstory.”
- Mentions: Use @ to ping teammates in notes. This is basic, but it works.
- Reminders: Set follow-ups so leads don’t slip through the cracks. You can’t assign reminders to others (yet), but you can remind yourself.
Skip this: Don’t try to use Leaddelta as your team’s main chat. It’s not Slack, and it never will be.
Step 6: Keep things clean (and avoid chaos)
Tools are only as good as your process. Here’s how to keep assignments working for you, not against you:
- Regularly review assignments. Do this as a team, not just as a manager.
- Archive cold or dead leads. Don’t let your dashboard turn into a digital junk drawer.
- Update notes. A quick line is better than nothing—future you will thank present you.
Pro tip: If you’re scaling up, set some ground rules for assignments. Who owns reassignment? When do you archive? Write it down somewhere, even if it’s just a Google Doc.
What Leaddelta does well—and what it doesn’t
Where it shines: - Quick, no-fuss lead assignment for LinkedIn teams - Clear ownership, so leads don’t get lost - Shared context (notes, tags, reminders) in one place
Where it falls short: - No deep CRM features (deal stages, pipeline reports) - Basic automation—expect to do most things manually - Limited permissions (everyone in the workspace sees all leads)
If your team is drowning in LinkedIn DMs and spreadsheets, this is a real upgrade. If you need complex reporting or integrations, you’ll hit limits.
Wrapping up: Don’t overthink it
Assigning LinkedIn leads shouldn’t be a full-time job. With Leaddelta, you can keep things simple: pull in your leads, assign them out, add notes, and move on. Start small, iterate as you go, and don’t let “process” slow you down. The goal isn’t more software—it’s more closed deals and fewer headaches.