Lead Assignment through Marketo - Best Practices and Process

Ajay_Sarpal2 · ‎09-15-2016

Hi, Everyone

We’d like to leverage Marketo to assign leads to appropriate lead-owners based on territories once a lead becomes MQL. Could someone please share his/her experience on how to do this in Marketo? Although, our Marketo instance is synced with SFDC but we still want to leverage Marketo to assign leads to appropriate lead owners.

Looking forward to your response, and any help in above subject will be greatly appreciated.

Thanks and best regards,

Ajay

David_Gaible · ‎11-10-2016

Hey Ajay Sarpal sorry for the delay. Cascading assignment rules would look something like this! These smart lists would just be the logic that determine which reps get which leads.

View solution in original post