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how do i assign leads in ACT! to a specific user????

New Member
Posts: 1
Country: USA

how do i assign leads in ACT! to a specific user????

I imported sales leads into Act! from an excel file.  Now I want to assign them to specific sales people.  How is this done???

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: how do i assign leads in ACT! to a specific user????

You could use to a lookup for the records for a specific user, then use Edit | Replace to update the Record Manager field
Copper Contributor
Posts: 38
Country: USA

Re: how do i assign leads in ACT! to a specific user????

Few ways of tacking this depending on how you want to manage it or the sales person to manage it:

 

Flag some field (possibly ID / Status) upon import (or after) so that it assigns these contacts to that sales region / person.

Create a dynamic group that puts these contacts in that group.

Schedule activities for that sales person to do with these contacts.

 

If you need help in instituing any of the above and the managing of such a process and security (being able to view these records) then please contact me.

 

 

ACT 2010 Core Certified