Feature Request: Customizable Default Salesperson Assignment for Incoming Leads

It would be incredibly helpful to have the ability to set or change the default salesperson for incoming leads within DripJobs. Currently, leads are auto-assigned to the first active user, which requires manual reassignment each time. This feature would be especially valuable for users with integrated platforms like Angie and Thumbtack, where incoming lead details can’t be customized.

Having the option to designate or update the default salesperson would streamline lead management and reduce manual workload for our team. Thank you.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

Over 1 year ago

Author

Allison Webb

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