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how to create lead in crm 3.0 and assign it to a team

On Software » Crm

1,422 words with 2 Comments; publish: Mon, 19 May 2008 17:32:00 GMT; (400109.38, « »)

Hi, I am able to create a lead and assign it to a user. But i am not able to

assign it to a team. Any help would be greatly appreciated.

thank you

hanu

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  • 2 Comments
    • Hanu;

      A Lead can only be owned by one single User in the CRM. Therefore you can't

      assign to a Team - but you can share the record with a team so that all

      members of the team can access teh Lead record.

      Dave Ireland

      "hanu" <hanu.crm.todaysummary.com.discussions.microsoft.com> wrote in message

      news:39FAFC68-A9DC-496E-837F-7C23915DEDA8.crm.todaysummary.com.microsoft.com...

      > Hi, I am able to create a lead and assign it to a user. But i am not able

      > to

      > assign it to a team. Any help would be greatly appreciated.

      > thank you

      > hanu

      #1; Mon, 19 May 2008 17:34:00 GMT
    • Thank you Dave.

      "Dave Ireland" wrote:

      > Hanu;

      > A Lead can only be owned by one single User in the CRM. Therefore you can't

      > assign to a Team - but you can share the record with a team so that all

      > members of the team can access teh Lead record.

      > Dave Ireland

      > "hanu" <hanu.crm.todaysummary.com.discussions.microsoft.com> wrote in message

      > news:39FAFC68-A9DC-496E-837F-7C23915DEDA8.crm.todaysummary.com.microsoft.com...

      > > Hi, I am able to create a lead and assign it to a user. But i am not able

      > > to

      > > assign it to a team. Any help would be greatly appreciated.

      > >

      > > thank you

      > > hanu

      >

      >

      #2; Mon, 19 May 2008 17:35:00 GMT