A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?

Question

Business

Trapper

26 May, 18:04

A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?

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Izabella Espinoza · Answer 1

3) Create a lead assignment rule

Explanation:

Salesforce uses lead assignment rules to define which sales rep is responsible for generating and supporting a sales lead (potential sale). Each organization is responsible for setting up the specific criteria used to assign sales leads. By using assignment rules this process can be automated.

For example, your lead assignment rule may be based on territory or sales status.