Re: Lead Auto Assignment Rules

Anonymous
Not applicable

Lead Auto Assignment Rules

Does anyone use Smart Lists to Auto Assign leads? I'm trying to assign by Country and Industry but it seems that I can only choose one field in the Flow charts. Is there a way to say,

If Country equals China; Hong Kong
and Industry equals Financial Services
Owner Name: User: Name
Tags (1)
3 REPLIES 3
Anonymous
Not applicable

Re: Lead Auto Assignment Rules

I would suggest using Segmentation instead of a Smart List.  You can select if "segment" then owner name.  You can build segmentation out in the Lead Database.  More information can be found here:  https://community.marketo.com/MarketoTutorial?id=kA250000000Kz0r
Anonymous
Not applicable

Re: Lead Auto Assignment Rules

I got really excited when I saw Segmentation and was wondering how come I've never heard of it being used in Marketo until now. Unfortunately, it is not a part of the Spark edition 😞
Anonymous
Not applicable

Re: Lead Auto Assignment Rules

Kristen - did Smart Lists workd for you to auto assign leads?