How do I import records and assign them to other users in my organization?

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• Can I move deals to a particular pipeline and assign a stage during data migration or import?

  Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...

• How to automatically assign Leads to different users?

  You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...

• What is the difference between " Import My Organization Contacts" and "Import My Contacts"?

  Import My Contacts The records will be assigned automatically to the person who is importing the file into Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...

• Can I manually assign records to territories?

  Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.

• What will happen if I choose multiple users to assign the records to?

  If you choose multiple users or a group or role, then the records will be assigned in a round robin pattern. For example, if you choose the Managers role then the records will be assigned to all users in the Managers role in a round robin pattern. If ...