Ownership queues
You can refer to ticket #18327. When someone fills out a web form, CP looks for the owner and finds a matching account but no lead or contact record. Salesforce creates the lead and assigns it to a non user like Rev Ops. If the prospect books a meeting then it works perfectly, it assigns it to the right person as the owner. However, if the prospect does not book a meeting when it goes in it finds the lead is assigned to Rev Ops so it is triggered to round robin out to the next BDR. The ask here is if CP found the right owner before the lead record was created it should also find the right owner if the prospect does not book a meeting because Rev Ops is not a user in CP.
1
vote
Loan Vu
shared this idea
