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A
Anonymous
December 4, 2014
Solved

Using Inferred Country to assign leads

  • December 4, 2014
  • 3 replies
  • 1298 views
We have an international sales staff and want to assign leads by the country the lead is in. I have been having some issues with this. Any suggestions?


Right now it is
Smartlist: Fills out form
Flow: Sync Lead to SFDC
Choice 1: If Inferred Country is Canada assign to: Salesperson A
Choice 2: If Inferred Country is Portugal assign to: Salesperson B

etc.
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Best answer by Josh_Hill13

I would go further with your list or Segmentation:

Country IS/CONTAINS "CA, Canada"
OR
(Inferred Country IS "Canada" AND Country IS EMPTY)

You need to remember that the fields are not always filled in a standard way, so check the pop up values for variations.
 

I would also shy away from using Inferred Country except when Country is empty. It's not 100% reliable.

But what exactly is the problem you have?

3 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
December 4, 2014
Hi Casey, can you highlight the issues that you're having?
Josh_Hill13
Josh_Hill13Accepted solution
Level 10
December 4, 2014

I would go further with your list or Segmentation:

Country IS/CONTAINS "CA, Canada"
OR
(Inferred Country IS "Canada" AND Country IS EMPTY)

You need to remember that the fields are not always filled in a standard way, so check the pop up values for variations.
 

I would also shy away from using Inferred Country except when Country is empty. It's not 100% reliable.

But what exactly is the problem you have?

A
Anonymous
December 4, 2014
It was changing the lead owner in SF. It would assign it to Salesperson A and then B.
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