How to assign new leads to sales reps already working that account?

Anonymous
Not applicable

How to assign new leads to sales reps already working that account?

So I'm trying to create a rule in Marketo that would allow me to assign leads to a sales rep that may already be talking to someone from the same company. The only way I can see this working out is if I have a smart list for each sales rep, and have it look if the lead's company is in any of those lists. If not it would just go to any sales rep, but if it is in one of those smart lists then the sales rep who owns that list will receive the lead. The only issue i'm having is that I don't see a way for Marketo to look at the company name and see if it's in one of the lists. Has anyone attempted to do anything similar?

1 REPLY 1
Grégoire_Miche2
Level 10

Re: How to assign new leads to sales reps already working that account?

Hi Gany,

This is not feasible, at least not without a third party solution. Marketo cannot make a decision about a lead based on information about other leads.

But, in you CRM (if you have a CRM) or trough some web services, this could be considered.

-Greg