AnsweredAssumed Answered

How do I manage dynamic fields when a Lead is owned by an SFDC queue?

Question asked by 35482927fcdc51c62c4d8dd2b8e9289f01e948de on Mar 16, 2017
Latest reply on Mar 16, 2017 by Grégoire Michel

Hello!

 

We are in the process of expanding our sales department.  We are now going to have 2 AE's and 1 SDR per territory.  I've set up queues for each territory in SFDC.  The flow of inbound leads is they will be assigned to the queue and then the SDR will distribute as appropriate.  This seems to be working on the SFDC side.  However, my conundrum is this - what about the auto response email that includes the AE's contact information?  Or our BOFU program that includes the AE's contact info?  Do I need to create a token?  Is there a flow step I need to add?  So far I only have 1 territory that is 'active' this way, but I have 2 new AE's starting next week and need to set up their queues.

 

How do other people handle this?  The contact information isn't only in the signature part of the email - it's the from email address and it mentions the AEs name in the body of the email.  I don't think it would be OK for it to say "Hi, my name is Southwest...". I can change the verbiage of the email if I need to, but thought I'd see how other people handle this situation.

Outcomes