1. Select Leads, then select Leads / Customers.

2. Select the List Management tab.

3. Select the list to be assigned to the salesperson.

 The screen below is displayed.

4. Click on Advanced Options.  

5. Select the name of the salesperson to whom the list will be assigned (you must have previously set up your sales team from the Settings / Configuration / Set up Sales team).

6. Click Save

 TIPS

• To learn more about the management of a sales team in PUBLITRAC, see article 6-Configuration / Set up sales team.