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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!
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?
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.
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