Keep two teammates off the same lead

Lead ownership is not available yet. Until it ships, use lists, statuses, and notes on the shared workspace so two people never message the same lead.

Updated 2 min read

Lead ownership is not available yet. No lead has an owner, the leads list has no Owner column, and there is no claim, release, or owner filter. Two people on the same workspace can open the same person and both start a message.

Growth, Enterprise, and Agency are the plans where this matters, because they are the ones with more than one member. The Growth plan card in the app lists Lead ownership, the plan catalog flags it for Growth and above, and the API stores a placeholder owner rule for each workspace, but no screen, filter, or action reads or writes an owner yet. Treat any older mention of claiming a lead as stale.

Mark who is working a lead

Until ownership ships, statuses, notes, and lists are the shared record. Every member sees the same values, and all three need Solo or above.

  1. Put the person on a named list

    Create a list for each seller, or one shared “Being worked” list. In the leads list, tick the lead, choose Add to list, and pick the list or Create new list. Filter by Lists to see everything one person holds.

  2. Set the status when you reach out

    Mark the lead Contacted, Replied, or Call booked as you go. The Priority Queue then shows follow-ups and replies to the whole team, so whoever is on it that day sees the same work.

  3. Leave a note with your name

    On the full lead page, add a one-line note such as “Alex taking this”. Notes stay when someone else changes the status, and only the author or an administrator can edit or delete one.

What does not exist yet

  • No suggested owner, no “my leads” filter, and no badge for a lead a teammate contacted.
  • No warning or block when a second person marks the same lead contacted.
  • No owner rule under Workspace settings. That screen does not expose one.

The administrator and member roles decide who can invite people and change settings, not who may message a lead. Any member can change a lead’s status, so agree as a team that nobody messages a lead already on someone else’s list.

When two people already messaged the same lead

Nothing in Embers can undo a LinkedIn message. The lead’s notes and its status tell you who did what, so agree who continues, note it on the lead, and move the other person’s list entry.

Find and filter leads Lists, statuses, and the filters that exist today. Invite your team and set roles Administrator versus member on a shared workspace. Rename and set up your workspace What an administrator can change today.

Frequently asked questions

Can I assign a lead to a teammate today?
No. There is no Owner column, no claim control, and no owner filter. Use a shared list, a status, or a note to mark who is working the person.
Is lead ownership coming?
The Growth plan card lists it and the plan catalog flags it, but nothing in the product reads or writes an owner today. This page will describe the real controls when they ship.

Was this article helpful?

Leads and scoring Find and filter leads in the leads list The leads list is every lead in the workspace. Use its tabs, filters, statuses, lead sheet, Focus, bulk actions, and keyboard shortcuts to find and work them. Reports and workspaces Invite your team and set roles Growth or above Add people to an Embers workspace by email or invite link, choose Admin or Member, see what each role can do, and remove someone when they leave. Account and billing Rename and set up your workspace Rename the workspace, choose who it is set up for, set the scoring lookback window, and find the Danger zone under Settings, then Account.

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