Wrote a detailed post on automated leads assignment in Pipedrive

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  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #2
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    This is great @Amit Sarda , it's such a frequent request! Do you mind if we make a post highlighting your article? I'm sure it will help a lot of users.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
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    edited January 2021 #3
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    This is great @Amit Sarda , it's such a frequent request! Do you mind if we make a post highlighting your article? I'm sure it will help a lot of users.

    Sure. :)

  • jams
    jams Member Posts: 19
    First Anniversary First Comment Photogenic
    edited February 2022 #4
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    @Amit Sarda do you know of a way to use a round robin to assign new contacts/people created in Pipedrive? 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
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    edited May 2021 #5
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    @Amit Sarda do you know of a way to use a round robin to assign new contacts/people created in Pipedrive? 

    You can't do that without creating a deal, assigning that deal in a round robin fashion, and then reassign the person owner if the deal owner has changed.

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