I want to distribute the leads automatically based on geography and based on criteria. How can we make it possible..?
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Hello Naveen Kumar Gali,
You can do this using a business process!
Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.
Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.
Here is an example of the layout of such process.
Here is a link to the Academy where you can find more information about business processes.
Best regards,
Max.
Hello Naveen Kumar Gali,
You can do this using a business process!
Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.
Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.
Here is an example of the layout of such process.
Here is a link to the Academy where you can find more information about business processes.
Best regards,
Max.
Hello Max,
Thank you for the quick response and the above solution helped me with my requirement.