CRM

Scott360
Member

Assigning Leads to Sales Reps

SOLVE

Hello,

I am new to hubspot. 

I have imported all my leads into the companies section.

I want to assign differnt batches of leads to each sales rep.

Is there a way to do this?

 

Thanks,

Scott

 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Assigning Leads to Sales Reps

SOLVE

Hi @Scott360 

 

The easiest way to do this is probably to bulk edit groups of contacts and change the contact owner property. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
2 Replies 2
Routera-LT
Participant

Assigning Leads to Sales Reps

SOLVE

Hi @Scott360 

This may be of interest to improve your lead distribution. Our team has been working on a new platform that gives HubSpot users/managers better ability to fully control contact/company/deal/ticket assignment including weighted rotation, Out of Office status, working hours, capacities, service level agreements and more!

We are proud to announce we are listed on the HubSpot app marketplace where you can find more information about our solution! 

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Assigning Leads to Sales Reps

SOLVE

Hi @Scott360 

 

The easiest way to do this is probably to bulk edit groups of contacts and change the contact owner property. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes