How would you have LenoxSoft automate the assignment?
LenoxSoft has very specific lead qualification that has to be met before assigning prospects to an inside sales rep: *The prospects must be located in Texas or California *The prospects must submit their Request a demo form. When those two criteria are met they want to automatically assign the prospects to a inside sales rep. State is a required field on the Request a demo form.
How would you have LenoxSoft automate the assignment?
A . Export the submission report & Import
B . Run completion Action on form Request a demo with action assign to user
C . Run completion Action on form Request a demo with action notify Admin
D . Run an automation rule to assign based on the « Request demo » Submission & prospect status field
Answer: D
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