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How To Assign Leads Automatically From The Website

Published: 2024-10-21 15:30:21
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Training and Educational Resources

IN THE CRM

1. Go to "Setup" tab in the left menu.

2. Expand the "Leads" tab and select "Web to Lead".

3. Click on the "Edit" button under "registration".

4. Choose a tab "Form Information & Setup".

5. In the "General" tab in the "Responsible" drop-down list select an agent that a lead will be assigned to.

6. Hit the "Submit" button in the bottom of the page.

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