The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?

Respuesta :

Answer:

The Correct answer is "Specify a default lead owner"

Explanation:

Utilizing a Specify a default lead proprietor can a framework head guarantee that all leads are taken care of in any event, when they don't meet the task criteria. We are having a few issues with constraining lead task rules with API mix. Fundamentally we need all the new prompts be doled out to a Queue and not the default account but rather while making a lead utilizing the API, the proprietor is set to the default account holder and not the line. We have made a lead task manages yet it is extremely unlikely to drive that through the API If a lead doesn't coordinate any criteria in your dynamic task rule, the default client will be appointed.  

Here is another straightforward workaround. Rather than utilizing lead task rules. You will utilize a record for the joining. I am assuming this incorporation client account is special to deal with coordination calls.  

Make a lead from the API without upholding the Integration Owner to change to some other proprietor. So adjust the lead settings to not change proprietorship while making from API. This will make Integration client the proprietor of the lead.