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Is it possible to route the leads based on geography to a particular user?

< 1 min read

Yes, just follow these simple steps.

You must be Logged in as the User that needs to set up Geographic Routing.

  1. Login to the dashboard: app.Merlinintel.com
  1. Click on “Lead Handling –> Territory Rules”
  1. Select the states (this is the state of the visitor) that this User should receive leads from.
  1. Hit Save

You can also select International Territory Assignments. International Territory Assignments can only be broken down by country. There are over 200 countries to choose from. This image shows just a small sample of those available.

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