New: Automatic Assignment enables you to automate lead routing!
Hey, Pipedrive Community! 👋
We know the importance of following up on a new prospect in a timely manner and ensuring that the right person is making that first contact.
I’m excited to announce that we’re starting to rollout Automatic Assignment to allow you to automate opportunity routing so you and your team can follow up faster and increase conversion!
🚀 What is Automatic Assignment?
Automatic Assignment enables you to automatically assign leads and deals to specific people or distribute them within a team based on conditions you define and set as rules.
You can assign newly created leads and deals, as well as deals that move into a new stage or pipeline. You can define custom rules and define their priority so they perfectly fit your sales process!
🚀 Who has access?
Automatic Assignment will be included from the Professional plan.
You must have Deals App admin access in order to set up the feature.
🚀 Where can it be found?
You can find Automatic Assignment under the “more” menu in the side bar or the settings menu.
We are rolling out the feature to customers in batches. Expect to find it in your account by the end of April!