How I assign ownership to a group of Leads in Infor CRM?

 Question:

There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment.

There is a tool in Infor CRM to globally replace data in Contact/Account Fields.

But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?

 

Answer:

If you log into Infor CRM and go to the LEASD list view, you can highlight several Leads using your Ctrl Key, then right click and choose “assign owner to selected records”. You can choose a new owner for these records.

If you would like to do an entire list, you can use the shift key to hightlight your entire list.

Very easy once you know how to do it.

Happy Updating!!! 

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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