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gretchensperowgretchensperow 

Requiring Lead Owner to be changed when Stage changes

Hi,

 

Does anyone know how to make the lead owner field required to be changed when a stage changes?  We have our leads come in as Web Leads and when the user changes the stage out of Call Campaign to anything else I need to make sure they change the owner to them.  They are hidding behind their work and I need to force this habit.

 

Thanks

Gretchen

TrimbleAgTrimbleAg

You can put a validation rule in to not allow a save to a lead if the owner is still the queue name you have assigned.

 

I also would recomend that you put a "Take Lead" button that auto assigns the user to the lead once clicked and takes them to the edit screen.

 

PB