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Leads Routing and Sales Team Turn Over

Question asked by Rachel Bryan on May 10, 2018
Latest reply on May 10, 2018 by Devraj Grewal

Our MQLs are routed to our system consultants (or some would call them account executives) most of the time and our system checks for ownership of the contact/lead to do this. However, in some instances we have the leads go to SDRs who support those SCs (if owner email is XXXX then create task/send email to YYYY). Long story short, our sales team experiences frequent turn over and every time this happens I have a lot of places that changes must be made for our leads routing process. Does anyone have a similar problem? Is there a solution that we can implement like tokens that need to be changed in one place each time?

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