- T1AcademyAsked on July 02, 2017 at 11:10 PM
I am using the JotForm integration with insightly software to bring in sales leads. However, the Lead Owner and User Responsible are set to me. How do I change the name being loaded here?Page URL:
- JotForm SupportChriistianAnswered on July 03, 2017 at 02:01 AM
Thank you for contacting us.
I'm afraid that there is no option in the Insightly Integration in the Form Builder to change the Lead Owner and the User Responsible. But here are some links I have searched on how to edit those details on Insightly account. Please see this links below:
Hope this helps.