New leads when they come to Sugar they are automatically set as new and my name against them. We had our new Office Manager starting and I would like her to manage NEW leads on Sugar. How can I change this?
Which version (6.x? 7.x?) of Sugar are you using? Which flavor (CE? Pro? Ent?) are you using? Depending on your answer, the best option for doing this might be using Workflows, Process Author, or Logic Hooks. I can provide more details about how to do it in one of these once I hear back from you.
Sugar 7 PRO. Thanks a lot!
Retrieving data ...