How do you manage leads that are shared among sales groups? | Community
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A
Anonymous
January 23, 2015
Question

How do you manage leads that are shared among sales groups?

  • January 23, 2015
  • 1 reply
  • 771 views
How do you manage leads that are shared among sales groups in SFDC? How do you notify sales of an incoming inquiry for their particular sales group/product line? Is SFDC tasks the most efficient way to solve this?
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1 reply

A
Anonymous
January 23, 2015
Hey Avnita, 

When you sync leads to Salesforce or use a "change owner" flowstep, you can assign the lead to a queue in Salesforce. An SFDC queue can contain multiple members (users) that work on a shared pool of leads/cases/etc.: 

https://community.marketo.com/MarketoArticle?id=kA050000000Kyr2CAC
https://help.salesforce.com/HTViewHelpDoc?id=queues_overview.htm&language=en_US

In Salesforce I believe you can configure notifications so that all queue member are emailed when a new lead is assigned. From there any member of the queue could pick up the lead and change ownership to themselves. 

You can't, however, assign tasks to queues as far as I know. 
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