Tag: assign
Record ownership across business units (Preview)
This is a feature that has been in preview for quite some time now (for those of you who are interested, the preview was announced back in early November of 2021 under the heading of ‘Modernize Business Units’), but I realized I haven’t written an article about this, so I thought now would be a good time to explain what this feature entails. This feature has been requested for quiteRead More
Reassign leads on zip codes
Last week I received a very interesting requirement during one of my discovery calls, which I’m sure many of you have heard before or maybe even wanted to implement yourself! The sales manager wanted to assign leads based on the zip code of the lead. They explained to me that each zip code would be assigned to one rep and that sales reps have multiple zip codes assigned to them.Read More
