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Auto Assign Rules


BenThomas
105 Points
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Posts: 11
Topic starter
Joined: 1 year ago

I wanted to post this as sometimes this piece is overlooked, let's make sure your salespeople are added every time your account is added in the Partner Center by having it automated!

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KatieSalmers
170 Points
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Posts: 13
Joined: 1 year ago

This is so important! By setting up Auto-Assign Rules, assigning a salesperson to your store, and setting up an acquisition widget, you ensure that every new account is assigned to a salesperson automatically and no hot leads are missed. Great job Ben. 👍 (Can't wait for the new automations to be released as well!!)