Create Approval Request for Lead Assignment

[ACarr1]

Hey,

We'd like to semi-automate lead assignements for our new leads. Ideally, we would utilize a mix of criteria (goal attainment, industry, etc..) to assign a lead, but we would also like manager approval before the assignment is done. Nearly all of our leads come from referrals and there are a couple of factors that we want to include in teh assignment process that can't be quantififed. Has anyone come up with a similar system via HubSpot?

Thanks,

Allen

[karstenkoehler · Accepted solution]

Hi @ACarr1,

Are you referring to the contact object or the lead object in HubSpot?

While it's easier with the contact object (as the lead object does not support filtered views yet), I would create a view for the manager to see which leads they should assign to whom.

Options could be:

• Create filtered contact views (one per rep) that show leads about to be assigned to a sales rep (the views filter for your mix of criteria), manager can then review the view for each rep and manually assign them
• Use a workflow that looks at the mix of criteria, then sets the value of a single-line text property to the name of the sales rep which would be displayed in a filtered view again, making it easy for a sales manager to review and simply set the owner to what the manager sees in the single-line text property
• Combination of the two option: filtered view shows in a single-line text field, populated by workflow, to whom the record would be assigned; using an approval field, a workflow could be triggered that actually assigns the record

Working with owner properties directly is not an option because record ownership means that the sales rep gets access to the record.

Best regards!

[ACarr1]

Hi Karsten,

We have an odd process where we skip the lead stage and jump straight to pitching companies. I think the third bullet would work best for what I'm trying to accomplish. I like the idea of a list that has a pending company owner along with the criteria that led to the suggestion.