Ajouter aux favorisPradeep Srivastav (Prime Focus Technologies) a posé une question dans #Sales And Marketing3 janv. 2017, 12:26How to forward lead to user with out changing owner name?Please help me to understand steps How to forward lead to user with out changing owner name? Regards, Pradeep6 réponsesTriTrier par dateTrier par ordre d’utilitéTrier par dateChargement de commentaires supplémentaires...Chris Duncombe (Imprivata)3 janv. 2017, 12:43I would suggest instead of email you do a list view of 'My Teams Leads' for the persons manager. You could also do a report with similar criteria and shcedule it to be sent out daily. Ajouter un commentaireRédiger une réponse...GrasItaliqueSoulignerBarréListe à pucesListe numérotéeAjouter un lienBloc de codeInsérer une imageJoindre des fichiersURL du lienAnnulerEnregistrer0/9000Répondre
Chris Duncombe (Imprivata)3 janv. 2017, 12:43I would suggest instead of email you do a list view of 'My Teams Leads' for the persons manager. You could also do a report with similar criteria and shcedule it to be sent out daily.
