Pipedrive Automatic Assignment Rules

Опубликовано: 07 Декабрь 2023
на канале: MinorCo
1,144
10

Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales rep based on the region or perhaps based on the deal type or value.

0:00 - Introduction
1:14 - Creating an automatic assignment rule
5:24 - Rule priorities
6:02 - Examples

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