How to assign Leads to different users?

How to assign Leads to different users?

Lead assignment in Zop is handled through the "Assignee" field that is added to each lead with the team member that currently owns that lead. Once leads are assigned in Zop, your team will have a quick way to identify which member of your team owns that lead.

How to assign Leads to a different user?

Step 1: Go to the leads module on the left navigation 
Step 2: Select the record you want to edit 
Step 3: In the update tab, go to the Assignee Field. 
Step 4: Select the User from the drop-down
Step 5: Click Save on the top right



Using “me” in Smart Views:

Once you have leads assigned to members of your team, it’s much easier to create and share Smart Views for those team members to use on a daily basis. Similar to other user searches in Zop, you can use the “me” filter to dynamically display matching leads based on the user viewing the Smart View.







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