Discussion on Routerjet, a tool for Lead Routing. Lead Distribution. Lead Assignment.
Tag @Dan Murphy with any questions.
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Please join us in our second AMA session, this time with Dan Murphy and Tim Berman, 2 salespeople that decided to take it upon themselves to build the first Pipedrive community (in Facebook).
This AMA will focus on building marketing and sales tech-stack. Determining the framework necessary depending on the type of sales plan you wish to go with (B2C, SMB, mid-market, enterprise) and the tools and processes the 2 of them have found to work best.
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!
Who: Founder of RouterJet & co-creator of the FB Pipedrive group, @Dan Murphy and Innovation Manager at Constellation Software & co-creator of the FB Pipedrive group, @Tim Berman
Got a question?
Post it to this thread and we'll try to answer all of them (or at least the best ones) during the AMA. Any questions not answered during the AMA will be followed up on later.
Background on Dan:
Founder // SalesGeek at RouterJet (Lead Routing for Pipedrive). Previously Global... (More)
