Mass Assign or Unassign
H
Haseeb Imran
Can you make a feature where I can mass assign leads to a certain sales rep or bdc rep. Right now we have to do 1 by 1 and it's annoying.
H
Haseeb Imran
Any update on this?
Shelby Parker
Thank you for posting, Haseeb Imran! I have a few more questions for you:
- What criteria should be used to select the leads for mass assignment?
- Should there be any restrictions or permissions for who can perform mass assignments?
- How frequently do you anticipate using the mass assign feature?
H
Haseeb Imran
Shelby Parker
Only Managers should have ability to mass assign or unassign. We would use it daily. Multiple times a day.