Lead Assignment

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1

Hi Cetec,

We dont seem to be able to assign leads to some users, even though they have Sales Roles. Am I doing something wrong?

Thanks
Joe

2

Hey Joe,

Can you give me an example user ID where you are unable to assign leads?

Thanks

Cetec ERP Support

3

Of course, thanks for the help.

User ID 9 and 10

4

If you go here: Cetec ERP

you can include those users to the assignment section.

Thanks!

Cetec ERP Support

1 Like
5

Thank you!

Yes, that is how we do it! Sorry, I should have known that, my bad.

Thanks
Joe

6