How can we improve Base API's?

Lead Routing

Lead routing would allow lead assignment based on rules, like, round-robin, weighted order, and exceptions based on assigned accounts (i.e. a lead comes in with a company name or domain that matches an account that is already owned).

44 votes
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Kyle Lumpkin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    At scale, I would need to have an automated round robin in place. It would save A LOT of time and also keep it fair amongst the sales team.

  • Alex A commented  ·   ·  Flag as inappropriate

    +3 as well, would be great to have the ability to distribute leads across representatives based on some rules, absolutely agree!

  • Sebastian Perez commented  ·   ·  Flag as inappropriate

    Only 7 more votes! So many suggestions like this one have been declined. How come the Base staff doesn't notice this?

  • Anonymous commented  ·   ·  Flag as inappropriate

    +3
    Would be ideal to be able to set rules such as
    if "field" = "this or that", then switch "field" to "this or that"

    In our case having the Country/region automatically assign the lead to a specific owner

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