-
How to transfer leads in Salesforce?
How to transfer leads in Salesforce?
-
1 Reply
-
How to Transfer Leads in Salesforce
From the Leads home page, select a view from which you can see some leads that you want to reassign. ...
In the Action column of the lead list, select the check boxes to the left of the lead records that you want to assign to someone else.
Click the Change Owner button at the top of the page.
Log In to reply.
Popular Salesforce Blogs
4 Customer Centric Approaches for Small and Medium Sized Businesses | Salesforce
Good businesses think of customer satisfaction but great businesses think of customer delight. The customer experience (CX) is one of the key differentiators for any…
Comprehensive Guideline On Salesforce Cloud Native
Cloud computing has been granted accreditation for growing competitiveness by improving flexibility, elasticity, and reducing cost. Companies use cloud-based computing as a means of increasing…
Why Integrate SAP with Salesforce in 2024?
While SAP-Salesforce integration can improve operations and data flows, it can also present challenges such as data silos and duplicate data entry. This guide, written…
Popular Salesforce Videos
What is Salesforce - The CRM Bringing Companies & Customers Together
Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere…
Integrate Salesforce with Amazon S3
Dear #Trailblazers, In this video, we are going to learn how to connect #Salesforce with #Amazon S3. We are going to use Named Credentials which…
Things You Must Know About Salesforce Desk.com
Salesforce Desk.com is an all-in-one customer support application which is completely cloud based and which gives you the ability to buy services on per agent…
