Difference between revisions of "How to Auto Assign Leads"

From Commence CRM-Help

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1. From the Leads module select '''Auto Assign''' from the Home section of the screen.
 
1. From the Leads module select '''Auto Assign''' from the Home section of the screen.
  
[[File: Drip_marketing_leads_1a.jpg]]
+
[[File: Drip_marketing_leads_1_a.jpg]]
  
 
''The lead rule listing screen displays.''
 
''The lead rule listing screen displays.''

Revision as of 15:49, 3 January 2013

1. From the Leads module select Auto Assign from the Home section of the screen.

File:Drip marketing leads 1 a.jpg

The lead rule listing screen displays.


2. Click New. The New Marketing Rule screen displays.

Auto Assign 2.jpg