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How To Automatically Change the Task Owner When the Lead Owner Changes?
Updated
12 Aug 2024 | 06:33 PM
You can automatically change the task owner when you change the lead owner for a lead or set of leads. This feature isn’t available on your account by default. Contact us at support@leadsquared.com to enable it.
Note: The task owner must be the same as the lead owner before the lead owner is changed. If the task owner and lead owner are different prior to changing the lead owner, the feature may not work as expected.
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