Distribute to the same rep the calendar was shown through DTA
When the calendar loads after filling out the form of an Inbound Router through Concierge, we start the ownership update upon the lead creation at this moment for the rep the meeting will be booked with.
However, if the prospect takes longer to book the meeting, they can be reassigned to a different rep through the QFPWDTA.
The goal is that if the same queue is enabled on the Scheduling Queues and QFPWDTA, we should assign and distribute the lead/contact to the same rep.
AdminRodrigo de Oliveira
(Admin, Chili Piper, Inc.)
shared this idea
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Iris & commented
This is very important because we have workflow in HubSpot in place based on the original owner so the prospect gets an auto-email from the original owner THEN gets emails from the new owner. It's not a good user experience and makes us look bad.
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Abbey Pratt commented
We definitely need this! We often have prospect who book 5-10 minutes after opening the booking link, and need to ensure the meeting is routed to the person that was assigned the lead from the onset.
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Yes! This is super important. As soon as a new lead is assigned, we fire workflow emails from within HubSpot. If that assignee is changed later, it's very confusing to the sales reps and - more importantly - to the client.