Automatic assigning leads according to the type of the sales rep
Hi,
Where can i learn more about the process of assigning new leads to the right rep' according to parameters i will define in advance?
Or, do i have to do it outside of Pipedrive (make.com) ?
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Answers
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Hi @Asaf you can use the automatic assignment feature to set this up! This Knowledge Base article shows you how it works.
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