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Round Robin
Round Robin
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Como distribuir leads automaticamente no Pipedrive

Passo a passo de : Como distribuir leads automaticamente no Pìpedrive

 

https://www.notion.so/Round-Robin-Pipedrive-0fffd6ece5c9451ab538bf3a5995cb77

Round robin leads

Is there a way to round robin leads as they come in?

Round robin leads

Is there a feature on Pipedrive to distribute leads equally, ie; A, B , C , A, B, etc.

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!