Skip navigation

Assign and share leads

Assign and share leads: Microsoft Dynamics CRM Essential Training
Assign and share leads: Microsoft Dynamics CRM Essential Training

Assigning transfers ownership of a lead to the new assignee: an individual or team. To assign multiple leads, view leads and select them, then click Assign on the command bar. To assign one lead, open the lead and click Assign on the command bar. To retain ownership but allow collaboration, share the lead with others on your team. With the lead open, click Share on the command bar. Choose permissions and click Share.

Resume Transcript Auto-Scroll
Skill Level Beginner
3h 2m
Duration
20,533
Views
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start Your Free Trial Now

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now