How to Assign Owners or Dealers to Leads
- Jordan Miller
If you have more than one person in your organization who follows up on leads, you may want to assign an Owner (or a Dealer) 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.
Similarly, the list of available Dealers comes from the Dealers tab. This will only be an option for suppliers who have access to Dealer Management.
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.
The same practice applies to assigning dealers. Simply follow these steps in the column “Dealer”.