New setting - Assign Tasks when changing Lead's Responsible Person

Release date:

A new option has been added to the settings of leads -Assign tasks when changing the Lead's Responsible Person. With the help of the functionality, all tasks will be assigned with a statusNot startedto the responsible person who will be assigned to the client.

Select to enable the settingSystem settings - Settings - Leads - Assign tasks by changing the Responsible Person of a Lead- selectYesand save the changes:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.