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Re: Using Inferred Country to assign leads

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Anonymous
Not applicable

Using Inferred Country to assign leads

We have an international sales staff and want to assign leads by the country the lead is in. I have been having some issues with this. Any suggestions?


Right now it is
Smartlist: Fills out form
Flow: Sync Lead to SFDC
Choice 1: If Inferred Country is Canada assign to: Salesperson A
Choice 2: If Inferred Country is Portugal assign to: Salesperson B

etc.
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Josh_Hill13
Level 10 - Champion Alumni

Re: Using Inferred Country to assign leads

I would go further with your list or Segmentation:

Country IS/CONTAINS "CA, Canada"
OR
(Inferred Country IS "Canada" AND Country IS EMPTY)

You need to remember that the fields are not always filled in a standard way, so check the pop up values for variations.
 

I would also shy away from using Inferred Country except when Country is empty. It's not 100% reliable.

But what exactly is the problem you have?

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3 REPLIES 3
Dory_Viscoglio
Level 10

Re: Using Inferred Country to assign leads

Hi Casey, can you highlight the issues that you're having?
Josh_Hill13
Level 10 - Champion Alumni

Re: Using Inferred Country to assign leads

I would go further with your list or Segmentation:

Country IS/CONTAINS "CA, Canada"
OR
(Inferred Country IS "Canada" AND Country IS EMPTY)

You need to remember that the fields are not always filled in a standard way, so check the pop up values for variations.
 

I would also shy away from using Inferred Country except when Country is empty. It's not 100% reliable.

But what exactly is the problem you have?

Anonymous
Not applicable

Re: Using Inferred Country to assign leads

It was changing the lead owner in SF. It would assign it to Salesperson A and then B.