Home > eSalesTrack Help Menu > Administrator > Modules > Unassigned Records
Manage Unassigned Records
The unassigned records screen is where you can manage who
sees unassigned records and also have them auto assign to users in your account.
To manage unassigned records:
1. Click on the wrench
2. Click on Unassigned Records
3. Click on the module where you would like to manage the
unassigned records for.
4. At the top you can designate who has access to
unassigned records. The first option "Administrators Only" means that only
users with admin permissions will be able to view unassigned records in this
module. You also have the option to set up groups and give certain groups
permission to unassigned records.
5. You also have the option to set up auto-assignment
rules. These rules will take effect anytime records are imported and are
unassigned. They work alot like filters you pick which type of records
then pick how you want those records to be assigned. You can assign them
to a specific person or have them auto distribute to a group of users.
This works well for sales people in different territories. You can set it
up to assign all the leads that come in from a specific state to be auto
distributed to a rep in that area.