If you’d like to automate the process of assigning new clients and leads to your team members, then you’ve come to the right place.
In this article, you will learn about:
To start, make sure you have the following:
How can I automatically assign new clients and leads to my team members?
If you have a designated employee or a group of employees that helps with processing clients and leads, then you will find this feature helpful.
Click on My Company
Click on Automated Notifications
Scroll down and locate the Automatically assign these team members to all new clients added: (Recommended) section
Check the boxes next to your team members as needed
This setting applies to any new leads that are added to your account, but it doesn’t work backwards, so any existing clients/leads need to be manually assigned.