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How to distribute Leads to managers sequentially

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edited Aug 15, 2022 8:07PM in Sales 2 comments

Summary:

Hello everyone

We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager X, next lead to manager Y, next lead to manager Z and so on, we wonder if this is possible using scripts, on the other hand we wonder if its posible to assign leads depending on the location, like the nearest city for customer and manager's convenience.


Regards!

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22C

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