Automatic Setting of External and Internal Rep Attribution

May, 2016

Correctly assigning new customers, prospects and leads to the appropriate field sales rep/agent and territory has always presented a challenge, especially when leads are comingĀ in from external sources like web sites.

We have now introduced an option to use the Customer Region as a Post Code Area list, which we are finding is a popular method for dividing up the UK into manageable territories.

Against each Post Code Area you simply enter the field sales person and, if required the Internal Sales Rep.

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