We would like to restructure so that an incoming website lead is instead assigned to one person (employee A) while the other members (employees B through D) are simply cc'd on the assignment email that is sent to employee A.
Any ideas? Any help would be greatly appreciated!
6 个回答
Ah, I understand! To get around that then you may want to set up a rule using your email provider then if you can't use salesforce.com workflows.
Both outlook and gmail would be able to handle this (either using distros or a filter critieria and rule) but you still would want to have the Lead Assignment Rule in salesforce set up to only assign the Lead record to employee A.
This way you won't have to upgrade yet can still get the functionality you desire, you just may have to work with your IT team a bit.
Hope this helps, let me know how it works out!
