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Thread: Assign leads based on zip code

  1. #1
    Ganks is offline Junior Member
    Join Date
    Jun 2011
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    Default Assign leads based on zip code

    I searched the forum and didn't really get any clear answers, and I am completely new to this system, so please bare with me. We have a client who switched over to this system, so I had to learn it and give an hour long demonstration this morning. I did not know SugarCRM existed yesterday.


    But anyways!
    Is there a way to auto-assign leads to users?

    For example, if "Sue" logs into SugarCRM and has the zip code 31792 associated with her account, is there a way to automatically assign ALL leads that have the zip code 31792 to her user?

    Thanks in advance!

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Jul 2005
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    Los Angeles
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    Default Re: Assign leads based on zip code

    There isn't a built-in way of doing this, but you could use a modified version of my Round Robin module to do that. (Download link in my sig).
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
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    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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