Route visitors to their respective CRM Owners

Route visitors to their respective CRM Owners

You can now route your returning website visitors to the owners who created the lead or contact in the CRM and track the website visitor in the Visitor Online screen. When the visitor visits your website the owner of the Lead/Contact will get the visitor’s registered information in the tracking screen.

To route the visitors, do the following:

  • Go to Settings > Automation > Visitor Routing.
  • Select the condition and criteria for the rule. Then, select Route to the selected operators option.
  • Now when you click the (+) plus symbol, the list of options and the users will appear. Select the CRM Lead/Contact Owner option above the users list.
  • Now the Visitors will be routed to the CRM owner of the respective lead or contact.

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