Assign Job to Sales Rep Automatically
Currently, we'd have to setup an automation to create a task for someone to manually assign a sales representative. It would be awesome to be able to have leads automatically assigned to a sales rep based on the job type they handle. This may require the option to setup the type of trade each sales rep handles in their profile.
2
votes
Asha Arredondo
shared this idea
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Josh Gavidia
commented
need automation condition to assign a specific lead as sales rep after a job is created