ซิงค์ความเป็นเจ้าของผู้นำและกิจกรรม

To sync lead ownership:

• ในบัญชี HubSpot ของคุณ คลิก settings ไอคอนการตั้งค่า ในแถบนำทางด้านบน
• In the left sidebar menu, navigate to Objects > Leads.
• You can automatically set the lead owner to the same owner as the contact or company. To do this, click to toggle the Sync lead owner with contact and company owner switch on.

• To also updates your existing open leads, click Yes in the dialogue box.

Please note: if a lead owner changes after a lead is set to Closed, it won't be updated automatically.

To sync lead activities:

• Users with Super Admin permissions can automatically sync lead activities with lead owners. To do this, click to toggle the Sync lead activities with lead owner switch on.