Malcolm Price

Workspace and lead partitions

Discussion created by Malcolm Price on Dec 2, 2019
Latest reply on Dec 5, 2019 by Josh Hill

workspaces and lead partitions event

 

We have many global events and we need to send follow-up emails to those who attended. The issue we have is that the leads sit in different workspaces and when uploading the data the leads need to be placed in different partitions in different workspaces. This effects the send out of the follow-up program for those leads which sit outside of the workspace the event was created.  

 

Does anyone have any hints or tips on how to get around this? We have lead assignment rules set up to sort leads into the correct partitions. 

 

Any advice will be warmly received. 

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