How Auto Assign Default Staff Member to Trader After Convert

IN THE CRM


1. Go to "Setup".



2. Click on "Settings".



3. Navigate to the "Leads" settings tab.



4. Scroll to the bottom until you find the auto-assignment options.


5. Find "Auto assign as admin to trader after convert". Set to "No".



6. Find "Auto assign default staff member to trader after convert". Set this to "Yes".



7. In the field "Default staff member for auto reassign", select the team member from the dropdown list who should be assigned to converted traders.


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