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EXP - Automating assigned rep for web created contacts

Answered
Ella Fancett

Hello! 

Is there a process for automating the rep assignment for web created contacts in Exhibitor Portal? 

I've had a look with my client (CCD) at their contacts and if they were tied to an assigned representative and found a large number of contacts that were web created did not have a rep assigned which leads to a lot of manual work (the same applies to contacts that are bulk imported). 

Comments

4 comments

Date Votes
  • Linda Moyer

    I only know about this from updating the Exhibitor Portal Configuration article, but do they have the New Exhibitor Default Salesperson set? From reading the description that should work, so if it doesn't we'll want to get that updated.

  • Seth Halvaksz

    Thanks Linda.

    Ella - let us know if Linda's suggestion worked for you.

  • Ella Fancett

    Hi @...  great stuff thanks so much! 

    I'd also like to ask if there's configuration on the same topic for ESC? The client is also asking on this too. Thanks!

  • Linda Moyer

    I checked the article and also took a look in the application and don't see one.

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