LP CRM Users and Owners
This article describes working with LP CRM users and owners in LightLead.
Loading users
A lead's manager is determined by the manager_name field. LightLead matches managers by name. When a manager changes in LP CRM, the data is updated on the next sync.
Matching users
LightLead matches CRM users with internal identifiers. This provides:
Uniqueness: each user is identified by ID, not by name
Stability: matching is preserved when a user is renamed
Historical accuracy: data on old assignments is preserved even after the owner changes
Use in reports
Users and owners are used in reports for:
Grouping: analyzing performance by manager
Filtering: filtering data by owner
Comparison: comparing performance across managers
KPIs: calculating key manager performance indicators
User attributes
| Attribute | Description |
|---|---|
| ID | Unique user identifier |
| Name | User's display name |
| User's email (if available) | |
| Role | User's role in the CRM |
| Status | Active/inactive |
Deactivated users
If a user is deactivated in the CRM:
Historical data on their deals is preserved
In new reports, the owner field will show the old user
Filtering by a deactivated user is available for historical data