CRM

Scott360
Membre

Assigning Leads to Sales Reps

Résolue

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 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Assigning Leads to Sales Reps

Résolue

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

Voir la solution dans l'envoi d'origine

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2 Réponses
Routera-LT
Participant

Assigning Leads to Sales Reps

Résolue

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 Votes
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Assigning Leads to Sales Reps

Résolue

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 Votes