Lead assignment

List of lead sources:

  • Add to Quote
  • Get a Quote
  • Abandoned Cart
  • Product Contact
  • Phone calls
  • Typeform One
  • Typeform Two
  • Connect Furniture –> comes from an external source – very rarely
  • Rental Enquiry
  • Online Purchase –> we activate on occasion to boost the number of leads. This happens when an order online is made then sales people can follow-up with an upsell.
  • Jaypay

If you do not get leads automatically assigned to you in Pipedrive there is something wrong with your middleware config and contact Boris or Jason.

Lesson Content