Business Rules should have ability to assign rep to Salesperson 2 slot | Voters

Business Rules should have ability to assign rep to Salesperson 2 slot

Ryan Clements

Having ability to add a salesperson to #2 slot will allow multiple reps to receive the same lead. This is helpful when 2 reps may share one account and give them both the ability to respond to the lead in a timely manner.

Ryan Clements

To confirm, when receiving a lead from a business account, DriveCentric would allow for Sales 1, Sales 2, and BDC to all be set up to receive that lead automatically.

Shelby Parker

Thanks for posting this, Ryan Clements — really appreciate the context. Totally hear you on why assigning a rep into the Salesperson 2 slot via Business Rules would help when accounts are shared and both reps need to jump on the lead quickly. I’m looping this into our team’s review so we can evaluate the best way to support it, and we’ll follow up if we need any additional details from your setup.