Job Aid – Getting Started - Allstate Lead Manager
https://www.leadmgmtlab.com/sites/default/files/Getting%20Started%20-%20Your%20Account.pdf
WEBMay 6, 2021 · To set up an auto-assign group navigate to the admin tab and click “Auto Assign Groups”. To create a new group click “Add new record”. Create a group name and click the black check mark. To add users to the group click on “No users added yet,” select the users you want to add and click the black check mark to save.
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