When we make a call to create an Opportunity, do we have to attach an Agent? There will be use cases where we actually don't want to pass an assigned Agent; we'd want elead to handle Agent assignment based on rules that the Dealer has set.
You are not required to send the sales team information onto an opportunity. If the sales team is empty on a new opportunity then yes the lead assignment rules are run to determine what eLead user to assign to the opportunity.
Add new comment