Assign Leads to Agent or Salesperson After Disposition
planned
Test
When someone on our sales team gets a lead on the phone and books a call or is asked to call back later, I want that lead to now be assigned to that salesperson automatically. I have automations that will move the lead out of the general sales pipeline and into that individual salesperson pipeline, but those automations are broken because a disposition is added (which triggers the automation) but the lead isn't assigned. I can see who made the call via the notes in the contact, but the actual lead isn't assigned.
Steve Keiser
planned
V
Violet Ship
Another user from a team elite would like to be able to match the disposition with the person who selected said disposition.
C
Cassie Bogart
Customer would like to be able to have the same ability. His feedback is: "Ideally we want to make it so that on XYZ disposition the lead is Assigned to the Rep that made the call.
Another option would be to have a webhook post to our Zapier with the call info, and if the info contains the disposition, and user we can take it from there."