AnsweredAssumed Answered

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

Question asked by 0eba2a943f604e462e953901a70e013d4cba3cb2 on Apr 8, 2016
Latest reply on Apr 11, 2016 by Grégoire Michel

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?

Outcomes