Territory Lead Routing Made Easy in Salesforce скачать в хорошем качестве

Territory Lead Routing Made Easy in Salesforce

I will build & scale your Salesforce with you 1-on-1: https://www.gosimplyscale.com ---- In this video, I break down how to set up a simple Salesforce lead assignment system using territories. If you have more than one sales rep, you need a clean way to assign new leads fast — without favoritism, manual guessing, or missed opportunities. You’ll learn how to route leads by country, region, or state, automatically assign the right rep, and notify them instantly through Salesforce, email, or Slack. I also show why fast response times matter, how buying windows work, and how a good lead routing system helps you close more deals while keeping your sales team happy. If you want your sales process to run smoothly and convert more inbound leads, this walkthrough will show you exactly how to build it the right way.