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Lead Assign
Lead Assign
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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! 

Hi, I am looking at CRM systems for my company.

We have 4 branches around new Zealand.  How do I divide the leads into Branches.