LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Management and Customization

Regulating ownership

PreviousBuilding custom search resultsNextCreating workflows

Last updated 2 years ago

An open task could be usually assigned with a different owner from the account manager (owner) of the lead, account, or opportunity and the task owner needs to follow up on the task status. However, job rotation, job transfer, or employee turnover are often likely to happen in business, and manually modifying owners in a management system could be bothersome and annoying.

To prevent the inconvenience of client management caused from changing ownership, the LogixCRM allows you to synchronize the task owners and the account managers of leads / accounts / opportunities. All you need to do is simply toggle a switch to enable the function. Go to Setup > Settings > General Settings to toggle the switch to Enable.

In the circumstance, for example, if an account manager no longer deals with a lead and a new one takes over the lead, all open tasks related to the lead will be re-directed and re-assigned automatically to the new one.