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Lead owner default assignment and selection from suggested dealers

Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Template
Application type
Business process
Template type
Install
Product description
Product description

When creating a lead with specified region and marketing segment the template helps to automatically assign default lead owner and add suggested dealers for the lead. Selected dealer is automatically added to the opportunity related to the lead.

The template can be used as a sample for opportunity owner assignment and team selection in the opportunity.

    Price
    Free
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.11.3 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Add your regions and marketing segments in the corresponding lookups.

    2. Add default owners for all regions and marketing segments in the "Default lead owners by region and segment" lookup.

    3. Specify region and marketing segment of dealers in the "Accounts" section.

    Leave your feedback about the solution to its developer and Marketplace team