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Prefer historical sales person to account affinity while assigning

In this option, leads are assigned based on account to salesperson affinity history. Every time a lead is routed, LeadAngel creates a mapping between the Company Name (Net New or CRM Accounts) and Sales Rep. With this option turned ON, leads in the current assignment block prefer the historical assignment mapping over the assignment option. If there is no historical mapping, the leads will be assigned as per the option selected in the Assignment field.

The existing Lead to Account Mapping can be reviewed and modified in the Sales Team > SR and Account Mapping.

Note: You can select any one of the options between Prefer historical sales person to account affinity while assigning and Assign to Sales Rep/Owner’s Mapped ISR

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