What is it?
Starting on April 3rd, 2019, new accounts that are added to Partner Center will have the ability to be automatically assigned to salespeople based on preset rules.
Why is it important?
Prior to this update, salespeople must be manually assigned to any account created in Partner Center. This step is tedious, and is frequently missed when accounts are created via API from inbound sources (such as external integrations with website forms, snapshot widget, etc), and through bulk uploads (where the CSV must include the assigned salesperson for each account in each row).
This new update allows your team to auto assign salespeople based on your choice of account rules. You can set up rules to match a newly created account with an applicable group of salespeople, and then assign the account to a salesperson from that group.
Rather than leaving your accounts unassigned, which means your default salesperson is overloaded, or having the toil of choosing the salesperson yourself, which can be costly on inbound leads, you can set up these rules once and have your accounts automatically assigned to the correct team.
How does it work?
To get started, open Partner Center, then click on Businesses > Accounts > Setup Auto-Assign. You'll then be prompted to add your first auto-assign rule.
You can create rules based on an account's location, category, and/or tags.
Next, click Add Salespeople, choose salespeople and/or sales teams to add to your rule. Newly created accounts that match your criteria will automatically be assigned to one of the salespeople from the rule in a random order.
Note that you can set up rules per market; if an account matches more than one rule, you determine the priority of the rules. For example, you could have a default "catchall" group that matches accounts for the entire country, but have a higher priority rule for a particular state to assign those accounts to a different salesperson.
Salespeople will be notified via email when an account gets assigned to them.