Jump to content


Photo

How Can I Assign a Lead to a Group

group leads how-to?

  • Please log in to reply
1 reply to this topic

#1 jisaac

jisaac

    Member

  • New Members
  • PipPip
  • 12 posts

Posted 12 December 2012 - 03:50 PM

I am trying to assign a lead to a group. If I create a new field I am not sure it will honor the group elsewhere.

#2 Jason

Jason

    Administrator

  • Administrators
  • 864 posts
  • LocationChicago

Posted 15 December 2012 - 02:37 PM

When you are in the create or edit view you can select the group for the lead under 'rights and permissions'.

Jason Green
Zurmo Team
Need support? Upgrade now






Also tagged with one or more of these keywords: group, leads, how-to?

0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users