Possible to do lead assignment based on other, existing leads for the same company? | Community
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February 1, 2018
Question

Possible to do lead assignment based on other, existing leads for the same company?

  • February 1, 2018
  • 1 reply
  • 916 views

We have a team of SDRs who are assigned leads round robin. If an SDR has made contact with a company, we'd like all subsequent leads from that company to be assigned to the SDR who initially made contact. Short of coding in the company names to do subsequent assignments which is impractical, do folks have ideas on how we might handle this?

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1 reply

SanfordWhiteman
Level 10
February 1, 2018

Only via a webhook that maintains a database of which companies/email domains have been assigned.

February 1, 2018

Thanks Sanford. I thought it would entail maintaining some sort of

company/domail lookup so helpful to get that confirmation.

On Thu, Feb 1, 2018 at 10:28 AM, Sanford Whiteman <