Automatically update Sales Rep on Qualifed Leads sent from an External System through web services
Specifically:
For leads our external system includes information so the lead is assocaited with a CRM account when inserted. We have been leaving the sales rep field blank and CRM updates the Sales Rep to the the owner of the account. Qualified Lead require a Sales Rep on the lead. We have tried hard codeing a user and can successfully insert a lead that is qualified, and the lead is assocaited to an account when inserted. The Sales Rep field is not updateing to the owner of the account. Is there a way to do this automatically? Ie. workflow using join