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

View Answer

Answer: D