I searched the forum and didn't really get any clear answers, and I am completely new to this system, so please bare with me. We have a client who switched over to this system, so I had to learn it and give an hour long demonstration this morning. I did not know SugarCRM existed yesterday.
But anyways!
Is there a way to auto-assign leads to users?
For example, if "Sue" logs into SugarCRM and has the zip code 31792 associated with her account, is there a way to automatically assign ALL leads that have the zip code 31792 to her user?
Thanks in advance!


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