LenoxSoft has very specific lead qualification criteria that must be met before assigning prospects to a sales rep:
• The prospects must be located in Georgia or Florida.
• The prospects must submit their "Request a Demo" form.
When this criteria is met, they want to automatically assign the prospects to a sales rep. "State" is a required field on the "Request a Demo" form.
How should LenoxSoft automate assigning these leads?

Question

LenoxSoft has very specific lead qualification criteria that must be met before assigning prospects to a sales rep:

• The prospects must be located in Georgia or Florida.

• The prospects must submit their "Request a Demo" form.

When this criteria is met, they want to automatically assign the prospects to a sales rep. "State" is a required field on the "Request a Demo" form.

How should LenoxSoft automate assigning these leads?

Mark Oh · Accepted Answer

Run an automation rule to assign based on the "Request a Demo" submission and State field.

Mark Oh · Answer

Create a completion action on the "Request a Demo" form with the action to assign to user.

Mark Oh · Answer

Add a completion action on the form to notify Admin, who manually assigns the prospect.

Mark Oh · Answer

Export the form submission report and import, assigning to the correct user upon import.

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