How do I import records and assign them to other users in my organization?

            You can import records and assign them to other users in your organization through two features:




            • Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you want to assign each record.
            • Lead Assignment Rule - You can create rule criteria for assigning the records. When the conditions are met, the leads will be assigned to the specified Owner. For example, you can assign the leads coming from USA to the user by specifying the criteria as Country is USA.



            • Note: If you use the Import My Records feature, all the records that you import will automatically be assigned to you.     

             

            Updated: 01 Jun 2017 02:35 AM
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