Create task in Zoho CRM based on lead owner
Hi Guys,
we are using Zoho one and we have around 18,000 people in our database, the issue that we are having is that we we enrol them in a Journey we cant tag the lead owner to reach out to them, its not an option? its either round robbin or only one selected person?
we have 4 BDMS internally and each has a high number of leads that they own so they need to be the ones that contact those leads depending on whom the owner and we are fully hooked into the CRM system.
can you please advise on this one? seems like something very basic..
Topic Participants
Justin Pavsic
Vivekvarman D
ricardo.helou
Benjamin P
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