Skip to main content
Anonymous
Dec 4, 2014 3:43 PM UTC
Solved

Using Inferred Country to assign leads

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.
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Josh_Hill13
Josh_Hill13Accepted solution
Level 10
Dec 4, 2014 4:27 PM UTC

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?

View in thread

3 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
Dec 4, 2014 3:47 PM UTC
Hi Casey, can you highlight the issues that you're having?
Translate
Josh_Hill13
Josh_Hill13Accepted solution
Level 10
Dec 4, 2014 4:27 PM UTC

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?

Translate
Anonymous
Dec 4, 2014 6:59 PM UTC
It was changing the lead owner in SF. It would assign it to Salesperson A and then B.
Translate
Terms & ConditionsAccessibility statement

Loading footer...