Unassigned Leads Into REX
the ideal scenario would be for leads to come in unassigned with unassigned record owners. Leads from contacts which already exist within the CRM, who enquire again, should automatically assign to the existing record owner.
That way we no longer need to manually reassign record ownerships to sales consultants after leads come in. This will save so much time for offices who dont rely on consultants to aquire their own leads in the sense that someone will not need to manually assign both leads and contact ownerships to their users
3
votes
Gojko
shared this idea