Auto-assign Existing Leads

Run Assignment is used to auto-assign the already existing Leads (before the installation of solution) in your CRM to respective users as per the newly configured assignment rules. This button is only visible for those entities against which assignment configuration is enabled.

Note:           

  • The maximum records that can be assigned is 20
  • This button is only visible to Lead Assignment Distribution & Automation Administrator and System Administrator

Visit our website for more details or mail us at crm@inogic.com for personal demo.

Go back to Lead Assignment Distribution & Automation InfoCentre homepage .