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Lead Scoring & Assignment: Tools for Scoring and Allocating Leads

About this event

Join us online on Monday, April 20th, from 1pm to 1:40pm for the next meeting of the Columbus Salesforce User Group. In addition to an opportunity to network with local CRM experts, the presentation topic will be:

Lead Scoring & Assignment: Tools for Scoring and Allocating Leads

How do you score or prioritize leads? How do you ensure they get to the right owners? Our speaker will cover how a large organization answered these and other questions using free & paid-for AppExchange tools.

Due to current events this will be our first virtual meeting. We encourage you to download the Zoom application in advance. We also highly recommend the use of webcams for an authentic meeting experience. After your register, you will receive an Eventbrite email with the subject "Order Confirmation for Salesforce User Group..." Click the View Now button for the meeting link, or go here (Eventbrite login required).

This event is hosted by our friends at PGi and Cloud Notions. Everyone is welcome, but please RSVP for an accurate headcount.


1:00: Introductions

1:05: Topic Presentation

1:30: Q&A

About the Speaker:

Cody Royster has been working in the communications industry for 19+ years with a background in operations, sales, project management, and CRM consulting. He began his journey with supporting Salesforce projects in 2010 and since that time has gained seven certifications on the platform. His background with large enterprise companies has been focused on best practices of CRM technology, development resources, multi-organizational support of data management, and creating a centralized enterprise approach for marketing, product, and care teams. He is a member of the Ohana Club with Salesforce and has been a guest speaker multiple times at Dreamforce and the Atlanta World Tour.

Group Leader

  • James Gordon

    James Gordon

    Cloud Notions


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