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A sales lead can be reassigned to a Team. The reassignment action is allowed for users that have specific authorization to do so (BCs)

In the popup window the user completes must fill-out the following mandatory fields:

  • Branch - Τhe the branch to which the group belongsreassignment will be done.
  • Location -The Location the location to which the group belongsreassignment will be done.
  • Team - The the team to which the user wants to assign the Leadreassignment will be done.