This procedure allows you to select a specific group of customers, based on their membership in certain lists, and manually assign them to one or more users.
Procedure
1. Access the Manual Assignment section.
2. In the Assignment Criteria field, make sure the option Based on lists is selected.
3. In the field that appears, labeled Select lists, click and choose one or more customer lists you want to assign.
4. In the field To which users do you want to assign these leads?, select the users who will become the new owners of the contacts.
- Note: Selecting the
Noneoption will remove owner assignment for the selected contacts.
5. In the field How do you want to handle current owners?, choose whether to:
- Keep only new owners (Replaces existing owners).
- Keep both old and new owners (Adds new owners to existing ones).
6. To start the assignment, click the Assign leads button.
You will receive a confirmation notification with the number of assigned contacts.
