Define the management strategy for existing owners (keep only new ones or keep both old and new)

Content:

This setting defines how the system should handle contacts that already have an assigned owner when performing a manual assignment.

Procedure

1. Log in to the plugin configuration section and go to the Manual Assignment tab.

2. Locate the field labeled How do you want to handle current owners?.

3. Click on the dropdown menu and select one of the following strategies:

  • Keep only new owners: Selecting this option will cause the newly selected owners to completely replace the contact's existing owners.
  • Keep both old and new owners: Selecting this option will add the newly selected owners to the contact's already existing owners.

4. After setting other assignment criteria (such as Assignment Criterion and users), click the Assign lead button to start the operation.