HubSpot Ideas

jpeluso

Use Zip Codes to Assign Round Robin Meetings

Currently, the only criteria by which Hubspot can assign a Round Robin meeting is an email address: 

Screen Shot 2021-03-03 at 2.39.01 PM.png

Our sales force is assigned territories that are separated by clusters of zip codes. If we had the option to add to/replace the email criteria with postal code, it would be incredibly valuable. 

 

If you are reading this and can suggest a fix in the meantime, please feel free. 

 

Thank you 🙏
Joe

2 Kommentare
LMartin7
Mitglied | Elite Partner

we would need it for one of our client as well, thanks

CGaspercic
Teilnehmer/-in

Yes, being able to direct round robins to specific teams based on criteria would be extremely beneficial