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KStoutKStout 

Changing Lead Owner Automatically

Is there a way to automatically change the owner of a lead after a set period of time? We're trying to set SFDC so that after 90 days, our leads no longer have an owner, but remain in the system.

 

Is this possible?

 

Any help would be greatly appreicated.

shillyershillyer

Not sure what you mean by "remain in the system" - but you could create a time-based workflow that executes after 90 days and assigns the Lead Owner to a Queue (as a opposed to a User). This way they can be filtered out for reporting, etc.

 

Hope that helps,

Sati
Ron929Ron929
I'm not certain that solution will work.  I believe that time based workflows with leads will tie the lead up and you will not be able to modify or convert it.