Territory Rationale
| Lead | Zip | County | Region | Existing Acct | Assigned |
|---|---|---|---|---|---|
| Acme Co | 60601 | Cook | Midwest | No | Auto: R. Diaz |
| Globex | 75201 | Dallas | South | Yes | Acct: S. Park |
| Initech | 98101 | King | West | No | Unassigned |
Manual Override
Notify Preview
Subject: New Lead Assigned – Acme Co
To: rep@circlemsp.com
Body: You have a new lead from Presales. SLA: 24h.
To: rep@circlemsp.com
Body: You have a new lead from Presales. SLA: 24h.
Rep Review CTA
Reference: rep_daily_workflow.mmd