My Leads configuration

bradgkNew Member

We are using Max Enterprise 8. I have had no luck with the HELP Menu in relation to the My Leads feature. What I am trying to acheive is this:
We recieve leads via email, these are entered into the opportunities. I want our sales force to be able to access their respective leads. How do I assign these. I noticed you can add a partner and an email is sent to notify them of the opportunity.
ANy light shed on this would be greatly appreciated.

11/10/055:22 AM

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gordNew Member

Make sure that all of your sales reps are assigned the "Sales Representative" role in the Security tab of their user profile. Assign each new lead to one of your reps using the "Account Manager" field of the company's address book entry. (Remember to verify that the "Sales Lead" box is ticked as well.) Your reps should then be able to pull up their leads via

View > Leads > My Leads

in Maximizer's address book window.

11/11/053:40 PM

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bradgkNew Member

Great! Worked a charm, thanx.
Is there a functionality in Maximiser that sends an email alert notifying reps that a new lead has been added?

11/17/051:06 AM

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gordNew Member

>Is there a functionality in Maximiser that sends an email alert
>notifying reps that a new lead has been added?

It's certainly something that the Workflow Automation Suite could do....

11/17/054:31 PM

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