线索所有者属性指定用户为线索所有者。默认情况下,该属性独立于与之关联的记录的联系人或公司所有者 ,因此拥有联系人或公司的用户可能并不拥有关联的线索。要在关联的线索和联系人之间保持一致的所有权,可以打开同步所有权设置。
默认情况下,关联联系人或公司的活动不会同步到线索。要保持活动所有权的一致性,可以打开线索活动同步。
Prospecting
CRM
records
Object Settings
To sync lead ownership:
- 在你的 HubSpot 帳戶中,點擊頂端導覽列中的settings「設定圖示」。
- 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 toggle on.
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- To also updates your existing open leads, click Yes in the dialgue 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 toggle on.
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- To turn off either setting, click to toggle the toggle off.