Hello,
could someone provide some advise or coding on how to move lead to another owner. For example - leads that the address is not NYC and the opportunity is open to this particular owner ?
Hello,
could someone provide some advise or coding on how to move lead to another owner. For example - leads that the address is not NYC and the opportunity is open to this particular owner ?
Hi,
You can use out of box workflows to assign the lead record to different owner. If you are looking automatic owner assignments then you will have to use some custom code logic to determine the owner. Take a look at below thread on the same topic-
community.dynamics.com/.../randomly-assign-lead-ownership-from-a-workflow
Hope this helps.
André Arnaud de Cal... 291,735 Super User 2024 Season 2
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