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Round Robin
Round Robin
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Zwei kurze Fragen zu weiteren Möglichkeiten

Hallo Liebe Community, 

zwei kurze Fragen: Ist es irgendwie möglich, z.B. Discount X % auf Gesamtpreis zu hinterlegen und nicht nur auf Produktebene? 

Zweitens, kann ich irgendwo Kontaktperson als "inaktiv" markieren, da sich doch oft das 
Personalkarussell dreht. 

Dankeschön schon einmal. 

VG

Christoph

 

Como distribuir leads automaticamente no Pipedrive

Passo a passo de : Como distribuir leads automaticamente no Pìpedrive

 

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

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! 

Amit SardaPipedrive Expert
Pipedrive Expert | https://www.amitsarda.biz

Wrote a detailed post on automated leads assignment in Pipedrive

Post: https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment

 

I appreciate any feedback and comments.