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 Feb 1, 2018 10:14 AM

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?

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

Sanford Whiteman Feb 1, 2018 10:27 AM (in response to Kay Louie)

Only via a webhook that maintains a database of which companies/email domains have been assigned.
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- Re: Possible to do lead assignment based on other, existing leads for the same company?
  
  Kay Louie Feb 1, 2018 10:33 AM (in response to Sanford Whiteman)
  
  Thanks Sanford. I thought it would entail maintaining some sort of
  company/domail lookup so helpful to get that confirmation.
  
  On Thu, Feb 1, 2018 at 10:28 AM, Sanford Whiteman <
  
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