If your access levels permit you to do so, you can manually reassign a lead by changing the owner or primary custom book on the lead record.
NOTE: Depending on the record ownership mode that your company administrator configures for the Lead record type, you can assign a lead record to an owner or to a primary custom book; however, you cannot assign a lead record to both an owner and a primary custom book. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.
If your company uses the assignment manager and the Lead record type is configured for the user mode or mixed mode of record ownership, then you can also reassign a lead to a new owner by selecting the Reassign Owner check box on the request.
To reassign a lead
NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and current system load.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|