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How To Assign Leads in Salesforce?

With Lead Routing in Salesforce, you can automatically assign leads to the sales reps who are best equipped to handle them. You can set up rules based on things like geography, industry, or even lead score.

So, for example, if you’re a real estate company, you can make sure that all leads from the particular district go to your sales rep who specializes in that area. By ensuring that each lead is assigned to the right rep, you can provide a better customer experience.

And let’s be real – Lead Routing is just plain efficient. Instead of manually assigning leads, you can let Salesforce do the work for you and increase your lead processing speed.

Lead Routing Solutions Overview

  • There are three main ways to configure lead routing in Salesforce.
  • Out-of-box features
  • AppExchange applications
  • Custom solution

Let’s talk a little more about each of them.

Conclusion

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