Setting a salesperson as default for event leads
- Select Settings > Event Leads > Event Lead Salesperson Defaults. The Event Lead Salesperson Defaults page is displayed.
- Select a Division to which a salesperson must be set as default.
-
Click Edit in the Actions section
corresponding to the site for which a salesperson must be set as default for
event leads. The Edit Event Lead Salesperson Defaults page
is displayed.
Note: If you click Edit corresponding to the Master For Division site, you can set a salesperson as default for all sites within that division.
- Specify a salesperson as default in the Salesperson field.
- Click Save.