5 Replies Latest reply on Aug 6, 2014 3:04 PM by Anissa Brach

    Lead owner assignment - exclusions for clients?

    Anissa Brach
      Hi, I'm currently reviewing our lead lifecycle as we had some issue with incorrect lead assigment.

      At the MQL stage (if a lead scores 75) we hand them over to a specific Market Dev Rep. However, some of our clients scored 75 recently and the lead owner got changed to the MDR but should have really stayed in the Account Managers name.

      Is there a way to make exclusions for already assigned leads? I will also have to do this for 8 different partitions with different MDRs.