Dividing up California for Lead AssignmentsSOLVE
Jan 16, 2020 9:38 AM
I am looking to split CA in half for inbound leads to go to the appropriate sales person. This feels like a fairly normal thing teams would need to do but the current solution I have received is to configure a workflow to find the county from the Company City field, then assign on counties.
Anyone power users out their with a good hack for this?
Solved! Go to Solution.
Jan 22, 2020 7:30 PM - edited Jan 31, 2020 2:16 PM
Hi @RyanHilliard ,
Are you using a form submission to collect the city information?
If so, and "County" is more beneficial... you could always just ask for "County" upfront on the form field rather than City. This would eliminate a step in the process.
Regardless, you are indeed already implementing the most effective strategy for assigning the appropriate sales person/contact owner based on location.
There is no better hack or solution, other than using a workflow as you are doing.
Workflows can also go find "IP/City" which we find beneficial for our clients.
@jennysowyrda thanks for looping me in!
Jun 30, 2020 11:40 AM
We have this exact same issue with CA. The way I did it before is to identify all cities in Northern California and pull the contacts into a list with that criteria. Then for my lead assignment workflow, I say "List Membership Includes - Northern CA" YES goes to my NorCal rep, and any other with "CA" as State not in that NorCal list goes to my SoCal rep. The issue is if you miss a straggler city and your SoCal rep gets assigned that one city you missed... So you just need to make sure you are thorough on your city inclusion.