Last Revised: 09 Mar 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
Record Ownership can be established in two ways:
- Owners can be manually assigned to records using User / Group Roles.
- Record ownership can be automatically assigned by Veloxity CRM. Automatic Owner Assignment Rules are set up by your Veloxity CRM Administrator. Rules are created to automatically assign record ownership to specific users when specified criteria is met.