Getting Started,Tips and Tutorials,Troubleshooting

Assign Dialer List

Author
Vinit
1 min read Share

1) open assign dialer list from pre sales module

 

2) You can filter data using given options on clicking search button data will be visible .

click on continue button so next screen will be visible 

 

3)Select next followup date and assignee from given list, for assignee we can select round robbin option also for multiple leads

 

By clicking on submit  Leads will be assigned.