Guide to Updating Multiple Opportunities with a Taskforce BDR Name
- David Spencer |
- 12 steps |
- 41 seconds
1
Click on Navigation Menu dropdown button.
2
Click "Opportunities"
3
Click "Select a List View: Opportunities"
4
Click "Taskforce Opportunities Ready"
5
Select Multiple Leads.
6
Select Multiple Leads.
7
Click "Update Opportunity"
8
Click the "Taskforce BDRTaskforce BDR name field." field.
9
Type in the Taskforce BDR to assign the lead.
10
Click here.
11
Click "Save"
12
Click "OK"
