We're implementing a data exchange integration with an outside vendor. We need a 4-digit agent ID number for each lead to auto-populate based on who owns that particular lead. I've assigned each user with a 4-digit number, but no matter what I try, I cannot get the Agent ID field to populate automatically on the lead page.
Can someone please provide me with some assistance?
We're implementing a data exchange integration with an outside vendor. We need a 4-digit agent ID number for each lead to auto-populate based on who owns that particular lead. I've assigned each user with a 4-digit number, but no matter what I try, I cannot get the Agent ID field to populate automatically on the lead page.
Can someone please provide me with some assistance?
