Skip to Content
This question has been flagged
salescrmautomatedleadsalesperson
2 Replies
3728 Views
Avatar
Lukas

Hello,

short question: I configured incoming email, and I am getting automaticly created leads or opportunities from incoming emails. But sales person is not assigned.

How I can set up which person should be assigned to incoming lead automatically?


Thanks!

Avatar
Discard
Avatar
Lukas
Author Best Answer

It is clear how to do that when I am creating it by hand, but my question abaut automatic lead generation from incoming emails.

How I can assign sales person automatically when email is received and lead is generated from email?

Avatar
Discard
Avatar
Anjana Bhattacharya (anb)
Best Answer

Hi,

When you create any lead or opportunity from CRM pipeline dashboard their is an option as salesperson selection u can enter whichever person's name u wanted and then that particular lead assignment would be transferred to him. Hope this helps.

Avatar
Discard
Related Posts Replies Views Activity
Restricting Contacts or Companies to specific Sales person
salesteams sales crm salesperson Contacts
Avatar
Avatar
1
Jun 23
1359
How to set up e-mail in Opportunity/lead? Solved
sales crm email lead incomingemail
Avatar
Avatar
1
Jun 22
1682
CRM change name automatically
crm automated
Avatar
Avatar
Avatar
Avatar
3
Feb 24
620
Extend action sale_action_quotations_new in button New Quotation
sales crm
Avatar
Avatar
1
Jul 23
718
Hide Sales Menu in CRM Solved
sales crm
Avatar
Avatar
1
Jun 23
1774