Lead Assignments by Region or Country
[email protected] Posts: 9
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.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239edited February 2021 #2
This article should help: https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment
There is a section for location-based assignments.0