Can Pipedrive automate lead assignments to sales reps?

Managing lead assignment manually can be time-consuming, especially when your sales team is growing or handling a high volume of leads. The Pipedrive CRM offers an efficient way to automatically assign leads while ensuring each lead is assigned to the best sales reps based on your pre-defined criteria. Here’s a step-by-step guide on how to set up automated lead assignment (called Automatic Assignment) in Pipedrive.

Step 1: Pipedrive Login

First, log in to Pipedrive. New to Pipedrive? Start a 30-day free Pipedrive trial to see firsthand how powerful it can be. 

Step 2: Set Up a Team

If you want to do any version of “round-robin” assignment where Leads are evenly distributed among a team, you’ll want to start by creating a Team for this group of Sales Reps. 

1. Click on your icon in the top right hand corner
2. Select “Manage Users”
3. Then click “Team filters”

Or, follow this link.

4. Create a team by clicking the + Team button, completing the pop up form and clicking Save

Step 3: Set up the Automatic Assignment

1. On the left hand sidebar, click on Automatic assignment or follow this link.

2. Add a rule - for example Deal added and then click Next

3. Now, on the next page you can select a rule for this Deal Assignment. For example:some text
   1. If the Deal value is more than a certain amount, the Deal is always assigned to your most experienced sales rep. That would look something like this:

2. Or, maybe you just want all deals assigned round-robin. Then you could just select that if the Deal Title is not empty, the Deal should be assigned to the Team you created in part 2. That would look like this:

4. On the final page, name your Rule, check the box to set it to active and then click save.

Automatic lead assignment can get quite sophisticated. Create as many rules as you’d like, set their priority, and voila, leads will be routed without you having to lift a finger!

Want to learn more about some of our favorite Pipedrive features? Check out our article on Email Sync and start your free Pipedrive trial today.

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