Assigning Dealers and Owners

Assigning an Owner

If you have more than one person in your organization who follows up on leads, you may want to assign an Owner in SalesView.

The list of available Owners (shown in the dropdown) comes from the Users tab, so if you want to assign someone as an Owner, they will need to be setup under the Users tab and assigned Sales permissions.

To assign an owner to a lead, click the down arrow next to Not Assigned in the Owner column.

After owners are set, you can filter rows to only show leads for a particular owner by entering the Owner’s name in the Search box.