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Lead Assign
Lead Assign
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Lead Assignments by Region or Country

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. 

 

Jan Bons
Sales Consultant / Owner

Data in leads vs data in deals, I don't get it

Please help me with the following problem.

I put a lead in leads. Then I search for the person in pipedrive. I can't see anywhere if this person is a lead. So I make a deal with this person (and organization). I can't see this deal with this person in Leads.

So I have a person and organization with a deal and the same person in leads.

Is it me or ....

Lead Allocation Issue: HELP

Hi Guys

I'm stuck on a lead allocation issue. 

I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. 

In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). 

My issue is, how do I assign leads based on what territory they fall into (and this what team they are assigned to) without having to add 1000's of postcodes one by one to the filter function. 

I've looked at Routerjet but no functionality for it. 

Any insight is appreciated! 

Lead Allocation Issue: HELP

Hi Guys

I'm stuck on a lead allocation issue. 

I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. 

In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). 

My issue is, how do I assign leads based on what territory they fall into (and this what team they are assigned to) without having to add 1000's of postcodes one by one to the filter function. 

I've looked at Routerjet but no functionality for it. 

Any insight is appreciated!