Overview
Requests are used to handle approvals and changes that require authorization from another user.
The Requests section can be found in the left menu under Requests.
All submitted requests are displayed in a list with information such as:
- Creation date
- Status
- Created by
- Request type
Ownership change
Lead ownership change request:
- Used to request reassignment of a lead to another user
- Requires approval before the ownership can be changed
You can view all submitted lead ownership requests by filtering the request type to Lead ownership change.
To change the owner of a lead, open the lead record and click Change owner in the top command bar.
A dialog window opens and displays the current lead owner and the available assignment options.
To assign the lead to another user:
- Select Assign to a new user
- Choose the new owner from the Assign dropdown list
- Optionally enter a note explaining the ownership change
- Click Assign to submit the transfer
The ownership request is sent to the selected user. Once accepted, the lead is assigned to the new owner, who becomes responsible for its further processing.
Managing Requests
All requests can be viewed and managed in the Requests section.
Each request has a status, for example:
- Requested
- Approved
- Rejected
Open a request to review its details.
Depending on their permissions, users can:
- Approve the request
- Reject the request
- Return the request for clarification
If additional information is required, the request can be returned to the requester for clarification.
This ensures that important changes, such as discounts or ownership changes, are properly controlled and approved.
