Difference between revisions of "How to Auto Assign Leads"
From Commence CRM-Help
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''The lead rule listing screen displays.'' | ''The lead rule listing screen displays.'' | ||
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2. Click '''New'''. ''The New Marketing Rule screen displays.'' | 2. Click '''New'''. ''The New Marketing Rule screen displays.'' | ||
[[File: Auto_Assign_1.jpg]] | [[File: Auto_Assign_1.jpg]] | ||
Revision as of 18:12, 2 January 2013
1. From the Leads module select Auto Assign from the Home section of the screen.
The lead rule listing screen displays.
2. Click New. The New Marketing Rule screen displays.
