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 using 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 a 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: 31 Oct 2017 06:33 AM
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