Use Search – to view all of the leads in your account (including new leads and leads which were previously updated) go to Search and click on Go without specifying any criteria. The Search results will show all the leads in your account.
Four Ways to Reassign Records
Assign One or More Records at a Time from Search Screen – In the Search Results select the records you want to reassign to one person (either by clicking individual boxes or using the select page function). Click the gray Assign Records tab. Select the Account Manager and/or Partner and click Submit. Add any comments you would like to attach to all of the records and click Submit again.
Assign a Single Record from the Sales Update Screen – On the Search Results page, click on either the company name or the contact name to launch the Profile or Edit Profile screen, respectively. From either page, click on the orange Sales Update button above the Profile. Once you are on the Sales Update screen, click on the Assign Record button in the in the gray menu bar and proceed as described above for Profile screen.
Assign a Single Record from the Sales Update Screen – On the Search Results page, click on either the company name or the contact name to launch the Profile or Edit Profile screen, respectively. From either page, click on the orange Sales Update button above the Profile. Once you are on the Sales Update screen, click on the Assign Record button in the in the gray menu bar and proceed as described above for Profile screen.
Assign a Single Record from the Sales Update Screen – On the Search Results page, click on either the company name or the contact name to launch the Profile or Edit Profile screen, respectively. From either page, click on the orange Sales Update button above the Profile. Once you are on the Sales Update screen, click on the Assign Record button in the in the gray menu bar and proceed as described above for Profile screen.
www.LeadMaster.com.au
www.LeadMaster.com.au
