Assign specific Team when creating new Lead
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Hello,
Please try to set up Condition "Source equals..." and then choose Action "Link with Another Record" > Teams.Leave a comment:
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Assign specific Team when creating new Lead
Hi guys,
I'm receiving Leads from a website (via Wordpress Gravity Forms with a CRM plugin) but the created leads aren't entering with Assigned User or Team defined.
I've managed to create a Workflow to assign users with the round robin approach, however I can't find a way to assign a Team automatically on each created Lead created with this method.
Any hints? Thanks in advance.Tags: None
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