2 Replies Latest reply on Feb 1, 2018 10:33 AM by Kay Louie

    Possible to do lead assignment based on other, existing leads for the same company?

    Kay Louie

      We have a team of SDRs who are assigned leads round robin. If an SDR has made contact with a company, we'd like all subsequent leads from that company to be assigned to the SDR who initially made contact. Short of coding in the company names to do subsequent assignments which is impractical, do folks have ideas on how we might handle this?