Assign Converted Leads

Kubaru routers automatically exclude converted leads from being assigned. Follow these steps if you want to enable the assignment of converted leads:

  1. Expand the Admin tab in the navigation menu and click Settings.
  2. Click on the Object Settings tab.
  3. Click on the Lead sub tab.
  4. Scroll to the Advanced section.
  5. Check Assign Converted Leads.
  6. Click Save.
Enable the "Assign Converted Leads" feature in the object settings.

Things to keep in mind

  • Assigning a converted lead will not impact the associated account, contact, or opportunity.
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