Share Article: Assigning New Leads to User using Round Robin Agent CRM Support April 21, 2021 1 Min Read In this video, Ryan explains how you can assign users to new leads in your account using round robin or a single method. Triggers
I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. How to do either pipeline stage? February 3, 2023
