What is it?
New accounts that are added to Partner Center can now be assigned to salespeople automatically based on preset rules.
Before this update, salespeople had to be assigned to accounts manually. This step is frequently missed when accounts are created via API from inbound sources (such as external integrations with website forms), or via bulk uploads (where the .csv file must include the assigned salesperson for each account).
This new update allows your team to assign accounts to salespeople automatically based on your choice of account rules. Rather than leaving your accounts unassigned—which means your default salesperson is overloaded—or going through the toil of assigning salespeople yourself, you can set up these rules once and let the platform do the work.
When will it be available?
The auto-assign rules are available as of Thursday, September 26, 2019.
How does it work?
To learn how this feature works, please refer to this article:
Who gets it?
Partners with a Starter, Basic, Pro, or Enterprise subscription.