Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment
I appreciate any feedback and comments.
Comments
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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.
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Inês Batata said:
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.
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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?
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James Bowie said:
@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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