Territory Assignment

What It Does

Automatically assigns new leads to the right sales rep based on territory, industry, deal size, or round-robin rules — no manual sorting needed.

How It Works

1. Trigger: A new lead enters your CRM
2. Step 1: The automation reads the lead's location, industry, and company size
3. Step 2: Matching rules determine which rep owns this territory/segment
4. Step 3: The lead is assigned to the right rep and they get a Slack notification
5. Step 4: If no rule matches, it falls back to round-robin distribution

Why It Matters

Manual lead assignment causes delays and arguments. Automated territory assignment ensures leads reach the right person instantly and distributes workload fairly.

Who Is This For?

• Sales teams with 3+ reps covering different regions
• Businesses with specialised sales roles
• Anyone who spends time manually sorting and assigning leads