How to assign or re-assign the prospect to user by Admin
Techmet
Last Update há 4 meses
Prospect re-assigning is feature thru which Subscriber can chenge the Assigned user to prospect in BeTyphon account.
In Campaign, You can re-assigne the prospect to mapped user only. If would like to prospect to non-mapped user than change the campaign > User or map the user in same campaign.
Step 1 > Select the Campaign
Step 2 > Click on Filter, Choose the prospect of UserID (AssignTo)
Step 3 > You can select all prospect or specific prospect as per need
Step 4 > Click on "AssignTo" option and Select UserID to transfer data
Step 5 > Select the "Assignment" as Select OR Select All
Filter the Propspect -
Assign the Prospect to other User -
Assign the prospect to Other Campaign in same or other user
