Setting up lead distribution in CRM B24

The amount is discussed
CRM Type - B24
Task

1. Redirecting leads by the source "Cosmichno"

   • Currently, all leads from the source Cosmichno automatically go to manager 1.

   • It is necessary to change the distribution rule so that all new leads from this source are automatically assigned to manager 2.

   • Check the correctness of the operation after making changes.

2. Changing the fixed name of the manager on the phone number

   • Replace the current fixed name of the manager displayed next to the phone number with a new one (for manager 2).

   • Check the display of the name in all places where it is pulled automatically (calls, CRM cards, widgets, etc.).

3. Prepare instructions for the administrator

   • Create a short step-by-step instruction on how to independently change in the future:

     • lead distribution rules by sources;

     • fixed names of managers on phone numbers.

     • The administrator has instructions for independently changing these settings in the future.