How do I auto redirect phone calls and leads to the right sales person?

If you have the Corporate Marketer package of ActiveDEMAND, sales people have the ability to 'claim' leads. This is essentially the same concept as assigning a contact manager for a specific contact. If you have Forward to Assigned Contact manager checked, any phone calls that are received from an managed contact will be routed to that sales person's phone number.


In the Sales Notifications workflow, you can direct your sales lead notification to the right sales person.



Direct the notification to the Assigned sales person:

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