Ventilate leads from website by territory
Hello, I started using Zoho Forms as the contact form for my company's website. To repatriate contact leads into Zoho CRM I am struggling a bit to automatize the process.
What I want is to notify the person in charge of the area (Territory) and his manager. We have three territories, Asia, Americas, Europe. In the Form rules i can notify sales person based on countries but not territory. So this means I have to put all the countries in the condition list.
In a perfect world, the form would automatically attribute a territory based on the country filled by the person going on our website. This way we can use this trigger.
Do you see a more elegant solution to automatically attribute leads by territory?
Many thanks
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