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
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Kyle Lumpkin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    5 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...
      • 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

      Feedback and Knowledge Base