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4 votes
To whom can you transfer lead records?

Option 1: Users
Option 2: Profiles
Option 3: Roles
Option 4: Queues

1 Answer

5 votes

Final answer:

Lead records can be transferred to Roles, Users, and Queues. Transferring to Roles allows multiple users in the same role to access the records, transferring to Users allows specific individuals to take ownership, and transferring to Queues allows multiple users to have shared access.

Step-by-step explanation:

The lead records can be transferred to Roles, Users, and Queues. Transferring lead records to Roles allows multiple users assigned to the same role to access and work on the lead records. This is helpful in organizations where different teams or departments handle different stages of the sales process. Transferring lead records to Users allows specific individuals to take ownership of the lead records and work on them exclusively. This is useful when there is a specific person responsible for managing and following up on leads. Transferring lead records to Queues allows multiple users to have shared access to the lead records. This is beneficial when a group of users need to collaborate on the lead records or when there is a shared pool of leads that multiple users can work on.

User John Zhu
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