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Is it possible to assign a lead to a team based on a specific Region?

  • 3 May 2022
  • 1 reply
  • 20 views

We are trying to set up our custom bot in a way to assign leads to specific teams based on Regions or territories. Is there a way to regionalise leads assignment?

@diletta​ ! You can create inbox rules based on the region of the lead and assign them to a specific team or teammates. Here is an article on that. Let me know if this would work for you.

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