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: | + | [[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.