How can I make certain users not take ownership of a lead when they call?

Modified on Mon, Jan 18, 2021 at 6:01 PM

Ricochet Permission
Ricochet User Seat
Administrator
Admin
Agent
Galaxy
All Leads Agent
Booster
Branch Manager
Deskphone
Team Lead

Team Manager




To prevent users on a team from taking ownership of a lead when they call leads via any call type, you'll need to create a team with those users in the team and check the box for "Block Lead Assignments for Calls".  This will prevent lead assignment based on a phone call to leads for the users in the team.



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