Re: Possible to do lead assignment based on other, existing leads for the same company?

Anonymous
Not applicable

Possible to do lead assignment based on other, existing leads for the same company?

We have a team of SDRs who are assigned leads round robin. If an SDR has made contact with a company, we'd like all subsequent leads from that company to be assigned to the SDR who initially made contact. Short of coding in the company names to do subsequent assignments which is impractical, do folks have ideas on how we might handle this?

2 REPLIES 2
SanfordWhiteman
Level 10 - Community Moderator

Re: Possible to do lead assignment based on other, existing leads for the same company?

Only via a webhook that maintains a database of which companies/email domains have been assigned.

Anonymous
Not applicable

Re: Possible to do lead assignment based on other, existing leads for the same company?

Thanks Sanford. I thought it would entail maintaining some sort of

company/domail lookup so helpful to get that confirmation.

On Thu, Feb 1, 2018 at 10:28 AM, Sanford Whiteman <