...
- Go to the Administration area
- Click Users on the left-hand menu
- Click the Link CRM Users tab
- Find the row for the new Salesforce.com User. Salesforce.com Users are on the right side and Lead Liaison Users are on the left side. If you don't see the User click the "Refresh SFDC Users" button.
- Once the new Salesforce.com User is shown double click the cell on the left to select the new Lead Liaison User you want to map the Salesforce.com User to.
- Click the "Update" button.
...
When ownership changes in Salesforce.com the owner will automatically be updated in Lead Liaison as long as Step 1 and Step 2 were completed.
From Within Lead Liaison
Alternatively, the owner could be updated in Lead Liaison in one of two ways.
...
In Step 2, select the "Distribute Lead" action and do not check the box to alert the Lead Owner.
In Step 3 click the Activate button to run the Automation with the following options:
