assign bdc based on team
V
Victor Hernandez
We need to be able to assign bdc rep based on team or sales rep. Our bdc works the same schedule as a sales team and does long term follow up for that team right now there is no way to assign the bdc based on the salesperson, or team only by the schedule or round robin.
Shelby Parker
Hiya Victor Hernandez, thanks for this post! I have a few more questions for you:
- How do you currently assign BDC reps to sales teams or sales reps?
- What specific criteria should be used to assign a BDC rep to a sales team or sales rep?
- Are there any specific scenarios or exceptions where the current assignment method works better than the proposed method?