We’re excited to introduce a smart enhancement to Lead Assignment in Movegistics 5.0 — Sales Rep Assignment by Territory (ZIP Code) 🎉

This feature helps you automatically assign leads to the right sales reps based on location — saving time and improving response speed.

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🚀 WHAT’S NEW

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📍 Automatic Lead Assignment by ZIP Code

You can now assign leads automatically based on origin ZIP code territories.

How it works:
• Define ZIP codes for each sales representative
• When a lead is created (via Web Form or API), the system checks the ZIP code
• If a match is found, the lead is automatically assigned to the mapped sales rep

➡️ No manual assignment needed

⚙️ Easy Territory Configuration

You can configure this from: Settings → Sales → Lead Assignment

Setup includes:
• Enable Automatic Lead Assignment
• Select assignment type: Territory
• Map ZIP codes to each sales rep
• Assign multiple ZIP codes per user

👤 Lead Owner Auto-Populated

Once configured:

• The Lead Owner field is automatically filled
• Visible directly in the Leads module
• Works instantly for new incoming leads

➡️ Ensures faster follow-ups and accountability

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⚠️ IMPORTANT NOTES

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• This feature applies to Origin ZIP Code only
• Destination ZIP is not considered for assignment
• If no matching ZIP is found, the lead will remain unassigned

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💡 WHY THIS MATTERS

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• ⚡ Faster lead response time
• 🎯 Better territory-based ownership
• 🔄 Eliminates manual lead distribution
• 📈 Improves conversion by assigning the right rep instantly

If you need help setting this up, feel free to reach out to us at support@netensity.com