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What's the best way to duplicate a lead and assign to multiple reps? We are looking to have leads select products of interest but if they select multiple (not common) we need to duplicate that lead and assign to each rep that covers the selected products.
We are looking to have leads select products of interest but if they select multiple (not common) we need to duplicate that lead and assign to each rep that covers the selected products in their territory. So we have Leads that select Products assigned to Zip codes assigned to Reps
There is a good blog post on the above requirement on the success community which will help you further.
- https://admin.salesforce.com/deal-duplicates-two-tactics-use-today
Please let us know if this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
We need to be able to assign leads to reps based on location and and product chosen. If the lead has more than one product that are covered by different reps, we want to duplicate the lead (one instance per product) and assign to each product rep.
Ex: Lead chooses product A and B at zip: 23508
There are two Reps that would need the lead since they each cover one product. Rep 1 covers product A and Rep 2 covers product B.
Need to duplicate the lead, Leadcopy-ProdA to assign to Rep1 and Leadcopy-ProdB to assign to Rep 2.
I know there will be some apex involved but would like some ideas on where to start with this.. Workflow? (I'm newer to salesforce.)