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.jpg]] |
''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: | + | [[File: Auto_Assign_1_a.jpg]] |
Revision as of 15:50, 3 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.
