+ Start a Discussion
CokeCoke 

Lead Assignment Rules for Territories

We have just purchased Datalink from Reed Construction Data (our lead source) which will allow us to directly import projects into Salesforce rather than importing them into an Excel spreadsheet first. With that I now need to create lead assignment rules and workflows to not only get the correct User assigned to the leads but also assign the leads to the correct Account and Contact (previously I had done this through look-up formulas in excel). This would seem to be fairly straightforward except for the fact that we assign leads to our distributors based on counties and there are over 3,200 in the US!! I am hoping that someone within the Salesforce community out there might be willing to lend some advice/ suggestions on how to best go about this. Thanks in advance for any help!