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How to Assign a Salesperson or Project Manager by Default?

In this article you will learn how to assign a salesperson or project manager by default on DripJobs.

Written by Paula Contreras

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1. Click on 'Settings'

Click on 'Settings'

2. Click on 'Company Settings'

Click on 'Company Settings'

3. Click on 'App Settings'

Click on 'App Settings'

4. Under the 'Lead Assignment Defaults' Box

You can choose a Default Salesperson and a Default Proyect Manager for your incoming leads.
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Under the 'Lead Assignment Defaults' Box

5. Click on the Drop Down to Choose the Person you Want to Assign

6. Click on 'Save'

Click on 'Save'

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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