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Assign Contacts to their CRM Owner
Assign Contacts to their CRM Owner
Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over 3 years ago

If you would like Exceed to keep the same owner of the lead from the CRM you should follow the following steps:

  1. Map Lead Owner field to the respective field in your CRM:

  2. Under the settings of each rep put their owner ID from CRM as follow:

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