Lead Assignments by Region or Country

marketing.int@2b-advice.com Member Posts: 9 VERIFIED MEMBER

February 2021 edited July 2022 in Sales CRM #1

Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,608 VERIFIED MEMBER

February 2021 edited February 2021 #2

This article should help: https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment

There is a section for location-based assignments.

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Ievgen Khotianov Member Posts: 2 VERIFIED MEMBER

May 2023 #3

@Amit Sarda - Pipedrive Consultant - AmitSarda.xyz this site hasn't been uploaded. Can you share the article any other way?

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,608 VERIFIED MEMBER

May 2023 #4

It has been moved here:

https://sardamit.gumroad.com/l/automated-leads-assignment-in-pipedrive

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Ievgen Khotianov Member Posts: 2 VERIFIED MEMBER

May 2023 #5

Thank you @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz !
Should I pay to read an article?

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