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  • Commence CRM-Help
  • Main Page
  • CRM Admin Guide
  • CRM User Help
  • Introduction
  • Getting Started
  • User Administration
  • System Configuration
  • Data Administration
  • Module Settings
  • System Tools
  • Web Forms
  • Report Writer
  • Getting Started
  • CRM Dashboard
  • Leads
  • Accounts
  • Calendar
  • Activities
  • Sales Opportunities
  • Marketing
  • Support
  • Documents
  • Analytics
  • Reports
  • Saved Searches and Lists
  • What links here
  • Related changes
  • Special pages
  • Permanent link
  • Page information

How to Auto Assign Leads

From Commence CRM-Help

Revision as of 15:49, 3 January 2013 by J.collier (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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

File:Drip marketing leads 1a.jpg

The lead rule listing screen displays.


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

Auto Assign 2.jpg

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