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: 

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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 Replies
LMartin7
Member | Elite Partner

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

CGaspercic
Participant

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