Need a way for leads to have "No Assignee" when new

Robin Blandford
Robin Blandford Member Posts: 18
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edited July 2022 in Ideas and Product Feedback #1

When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. 

Is this planned functionality? Requiring an owner is very limiting.

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  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Member Posts: 67
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    edited June 2022 #2

    Hi @Robin Blandford ,

    Are you thinking about lead routing such as roundrobin?

  • Robin Blandford
    Robin Blandford Member Posts: 18
    5 Likes First Comment First Anniversary Photogenic
    edited June 2022 #3
    Akhil said:

    Hi @Robin Blandford ,

    Are you thinking about lead routing such as roundrobin?

    I'm not. We've got different Account Executives for each market / region. We'd like an inbox where they can see what's unassigned and assign them out correctly.

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Member Posts: 67
    First Anniversary Name Dropper First Comment Photogenic
    edited June 2022 #4
    Akhil said:

    Hi @Robin Blandford ,

    Are you thinking about lead routing such as roundrobin?

    How are you creating leads/deals? using Pipedrive's web form?

  • Robin Blandford
    Robin Blandford Member Posts: 18
    5 Likes First Comment First Anniversary Photogenic
    edited June 2022 #5
    Akhil said:

    Hi @Robin Blandford ,

    Are you thinking about lead routing such as roundrobin?

    Pipedrive Web Forms

    Pipedrive Chat Bot (on these, we ask the customer which sector and we auto-assign them with branches)

    Zapier from a whole range of places (Getsitecontrol, G2, etc.)

    Manually after outbound intro

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