Previously we showed you how to edit the details of a lead in Distributed Source. Sometimes, you may want to change the owner of a lead and assign a lead to a new team member.
For instance, the current lead owner might have too much on his plate or he might be required to concentrate his efforts on a different lead and might want to pass on the responsibility to another team member. Distributed Source understands that such scenarios may occur and lets you change the owner of a lead anytime.
For instance, the current lead owner might have too much on his plate or he might be required to concentrate his efforts on a different lead and might want to pass on the responsibility to another team member. Distributed Source understands that such scenarios may occur and lets you change the owner of a lead anytime.
Here is how to change the owner of a lead in Distributed Source:
1. Login to your Distributed Source account.
2. Go to the ‘Leads’ tab. All your leads will be displayed here.
3. Click on the lead whose owner you want to change.
4. On the lead detail page, you will notice a Lead Owner label.
5. When you hover your mouse over the name under the ‘Lead Owner’ label, a ‘Change’ button will appear. Click on the ‘Change’ button.
6. In the resulting pop-up window, there will be a text box with a default value as 'Lead Owner'.
7. Type in the first few initials of the user whom you want to make the owner of this lead. All the users with the same initials will be displayed.
8. Click on the appropriate user’s name.
9. Now, click on the ‘Give To New Owner’ button.
10. The changes will be saved now and the owner of the lead will be updated.
No comments :
Post a Comment