Lead assignment
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Rules
Checked from the top. The first rule that fits a lead picks the rep.
No rules yet.
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Same person in other CRMs
Describe rules in words
Unpublished changesNew leads follow the published rules until you publish.
| Rep | CRM | Now | Leads this week |
|---|
Reps appear here once rules are published.
Lead assignment needs a connected CRM.
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