Skip to Content

Sales Leads

We created a number of rules for lead assignment so that we can assign our marketing leads to a specific person when running the rules engine. We would like to be able to do the same thing with our sales leads. Can anyone tell me if they are able to assign a sales owner to a sales lead when running the rules engine or if it is possible to do this?

Add comment
10|10000 characters needed characters exceeded

  • Follow
  • Get RSS Feed

1 Answer

  • Best Answer
    May 20, 2015 at 03:19 PM

    Hello,

    'Sales leads' are obsolete now. There is only 'Leads' now for which you have the rules engine as you have already seen.


    Add comment
    10|10000 characters needed characters exceeded