Sales Territory Setup to Improve Lead Routing

[Jigar_Thakker]

Currently, HubSpot doesn't have any way to automatically organise and assign leads based on sales territories like by region, team or product type.

By Introducing a native process/module in HubSpot , user would be able to

• Define sales territories using geographic regions, product lines, industries or custom sales criteria
• Automatically assign leads, contacts, and accounts to appropirate sales member or team based on the territories
  
  

[PeterHelionB2B]

+1000 from my end. The moment you end up helping bigger Sales teams, this becomes a pain, and you have to build intricate workflows to cater for all the needs.

[KatieMarr]

If it helps, I've set this up by creating a territory list for each reps territory, using custom properties to indicate the territory element I need. Then I use a workflow to automatically assign new contacts and companies to the right rep based on the territory information. All of our forms request the mandatory information to make this work as well (geography, industry zones, etc.). It would be great if HS came up with a native process for this, but there are definitely ways to make this work right now.