Global User Assignment Workflow

Update automated lead assignment in Aesthetix CRM

It's easy to update automated lead assignment in Aesthetix CRM!

  1. From the left hand navigation menu click Marketing, then Workflows.

  2. Within Workflows, search "global user assignment workflow" and Click to edit the workflow.

  3. Edit the Action: Assign to User | Once updated to your specifications, click Save Action.

  4. Click Save in the top right to save the Workflow.

Voila! You have updated the automation for new lead assignment when leads enter through a properly configured lead capture source.

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