{"id":123,"date":"2009-05-02T08:16:00","date_gmt":"2009-05-02T08:16:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=123"},"modified":"2009-05-02T08:16:00","modified_gmt":"2009-05-02T08:16:00","slug":"lead-import-assign-leads-to-various-users-from-various-territories","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/02\/lead-import-assign-leads-to-various-users-from-various-territories\/","title":{"rendered":"Lead Import \u2013 Assign Leads to Various Users from Various Territories"},"content":{"rendered":"<p>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?<\/p>\n<p>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. <\/p>\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/02\/lead-import-assign-leads-to-various-users-from-various-territories\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1497,1498],"class_list":["post-123","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-lead","tag-lead-import"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lead Import \u2013 Assign Leads to Various Users from Various Territories - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/02\/lead-import-assign-leads-to-various-users-from-various-territories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead Import \u2013 Assign Leads to Various Users from Various Territories - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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