Your client has very specific lead qualification that has to be met before assigning prospects to an inside sales rep:

*The prospects must be located in Texas or California *The prospects must submit their Request a demo form. When those two criteria are met they want to automatically assign the prospects to a inside sales rep. State is a required field on the Request a demo form. How would you have your client automate the assignment?

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Your client has very specific lead qualification that has to be met before assigning prospects to an inside sales rep:

*The prospects must be located in Texas or California *The prospects must submit their Request a demo form. When those two criteria are met they want to automatically assign the prospects to a inside sales rep. State is a required field on the Request a demo form. How would you have your client automate the assignment?

Accepted Answer

A. Run an automation rule to assign based on the « Request demo » Submission & prospect status

Answer

B. Run completion Action on form Request a demo with action assign to user

Answer

C. Run completion Action on form Request a demo with action notify Admin

Answer

D. Export the submission report & Import

Your client has very specific lead qualification that has to be met before assigning prospects to an inside sales rep: The prospects must be located in Texas or California The prospects must submit…

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