Last Revised: 02 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Veloxity 2.0
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.