How To Create a Pass Group

Pass groups allow for users creating leads to pass to the group in which member of the group have the responsibility to assign to the appropriate owner of the lead.  Pass group members can be composed of anyone on the team that can manage where leads need to go.

To create a pass group, go to

1) Settings > Data Lists


2) In the Data List dropdown, select "Pass Groups"


3) Click "Add New Record" > check "Active?" > Enter the Pass Group name accordingly > click "Update" to complete the creation


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