To Assign deals based on the availability of the Sales person.

[Latha]

Ex: Sales Person A is available on Monday , B is available on Tuesday , Wednesday and the next week roster could be different. Is there anyway to track and assign deals to Sales person available on the day the deals are created ?

Thanks in advance,

Latha

[StefaniUAT · Accepted solution]

Hi @Latha,

I personally only use deals once we have contacted a lead. However, if a prospective customer is looking to book an appointment, we use the Teams Meeting option. This allows each Sales Representative to add their available business hours (like Monday-Friday: M-F, or Tuesday-Saturday: T-S), and then a prospective customer will only be able to schedule an appointment with those representatives working Saturdays.

You could also create HubSpot teams based on availability:

Sales Rep M-F: John Smith, John Smith1, John Smith2

Sales Rep T-S: John Smith3, John Smith4, John Smith5

Customer Service M-F: John Smith6, John Smith7, John Smith8

Customer Service T-S: John Smith9, John Smith10, John Smith11

What are your deals based on and/or made for? This would help me further answer your questions if the above does not help! I look forward to helping you with this issue, as most companies (including mine) have differing hours per department/job title.

[Latha]

Thanks 

[StefaniUAT]

@Latha,

No problem! Let me know if within time if you have questions, specific instances, or best practices!