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Topics#Sales And MarketingFrage von Jennifer Mathieu Hosier
Jennifer Mathieu Hosier (Lumeris) fragte in #Sales And Marketing
17. Mai 2011, 16:43

Automatically routing new Leads

I want to put a workflow in place that will automatically assign a new Lead (either imported or from the website) to a Sales Executive based on the state where the Lead is located.  What's the easiest/best way to do this?
3 Antworten
  1. Jared Miller (10K Advisors)
    17. Mai 2011, 16:55
     This is the exact function of Lead Assignment rules.

     

    Setup>Customize>Leads>Assignment Rules

     

    You can create on rule - make sure it is active. Then you can add your rule entries to determine the proper assignment. Start with the most specific and then end with your msot general. You will also need to make sure your default lead owner is appropriate. Setup>Customize>Leads>Settings

     

    Hope that helps!

     

    Jared
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