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

Robin Blandford
Robin Blandford Member Posts: 18 VERIFIED MEMBER
Third Anniversary 10 Comments 5 Likes Photogenic
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.

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Member Posts: 66 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    edited June 2022 #2

    Hi @Robin Blandford ,

    Are you thinking about lead routing such as roundrobin?

  • Robin Blandford
    Robin Blandford Member Posts: 18 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes 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: 66 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper 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 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes 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

Categories