Lead Import – Assign Leads to Various Users from Various Territories

By | May 2, 2009

Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories?

In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we will be able to assign the Imported Leads to Various Users from CRM belonging to different territories.

For this; you just need to add the User Name in Excel sheet which you are importing in SageCRM and our component will take care of the rest. It will update the Team, Territory and Assigned user automatically.