Can a group of leads be easily reassigned to another sales rep? For example can you search for leads by various criteria and then reassign all or some of the leads from the search resuts to a specific sales rep?
Customer Forums
Leads - reassign to another sales rep
Total Posts: 96
Joined: 09-08-2010
Hello - Right now you'll need to use a feature called 'update-through-import' to reassign many leads; involves exporting the data (object_ref and assignee as a minimum), editing it, and importing it.
As of our next release this will become much easier with a slick UI. Please check back soon.
Posted by: jkay on Wed, 14/03/2012 - 23:30 permalink
Hello - Right now you'll need to use a feature called 'update-through-import' to reassign many leads; involves exporting the data (object_ref and assignee as a minimum), editing it, and importing it.
As of our next release this will become much easier with a slick UI. Please check back soon.