Sell app in Support - choose owners for leads createdCompleted
We are using the Sell App in Support.
My team would like the ability to choose the owner of a lead in the Sell app instead of having the same sales agent always being assigned as the owner.
We have explored the Distributions and that does not solve our requirements.
What we need is the ability to choose who will be assigned to the lead when created from Support using the Sell App
Today the Sales agents need to go to leads and change the owner manually, this adds more manual work then we care for.
Could we see this feature being introduced in the future?
Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.
Help Center article on how to enable this for your account here.
Thank you for the advice, I will definitely look into that.
Although, would like to see this possibility with the Sell app, I don't see why this isn't a standard thing to be honest.
Thank you for your feedback. May I ask you to tell us more about the issue? What would you like to accomplish?
What would be really helpful to find out is:
- Why the distributions didn't work in your case?
- Based on what criteria will Agents assign leads? Is it location/timezone constraints, sales rep specialization, type of the request?
- Should all of your reps be available for a lead association?
Answers to those questions will be really helpful for us to understand your problem and craft a possible solution.
@... - your feedback is welcome as well of course!
Thank you for responding to this feedback!
Why the distributions didn't work in your case?
- The distribution did not work because the sales agents want to be able to assign the lead to the correct sales agent. The Distribution does not do that, it only selects the next one in line. This way the sales agents need to go to Leads and change the assignee to the correct one.
Based on what criteria will Agents assign leads? Is it location/timezone constraints, sales rep specialization, type of the request?
- The only criteria we have is that the ticket comes from travel agencies. Our sales agents know the product and services equally well and we are all based in the same location.
When there is a possibility to make a deal with the one sending in the ticket they create a lead in Sell,
Should all of your reps be available for a lead association?
- Yes, all our reps should be able to assign the lead to our Sales Agents.
Could you explain to me more about how you put up your Zap to enable the creation of leads and how you control who is assigned to the lead?
Thank you for the picture, much appreciated.
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