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Topics#Data ManagementPregunta de Simona Martin
Simona Martin (SH-test) preguntó en #Data Management
17 jul 2018, 21:37

Auto-forward leads - out of office

Is there a way to Auto-forward leads when a user is out of the office / on vacation? Our sales people would like to designate another salesperson to cover for them when they are away.  Using Lightning, Professional edition.

 

Thanks in advance.
1 respuesta
  1. Simona Martin (SH-test)
    27 jul 2018, 19:57
    Decided on this hack:

     

    We have one primary Lead triage User.  When she goes on vacation/PTO, we will implement the following...

    • Change default lead owner (Vacationer) to Back-up Triage User
    • Mass change owner of (Vacationer's) Leads to Back-up Triage User
    • Reverse the process when she returns.

    This is not an ideal solution, but it works for now.  Any other ideas are welcome.

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