Auto-assignment routes new companies to sales reps automatically based on rules you define. When a new company is created, Firehose evaluates the rules in order and assigns it to the first matching rule's salesperson.
Assignment rules
Rules evaluate conditions against the company (segment, country, region, postal code, employee count, etc.). You can create as many rules as needed and reorder them by priority.
Creating a rule
Go to
Auto-Assignmentin the sidebar.Click
New Rule.Define the conditions (e.g., company size is 500+ employees).
Select which salesperson(s) to assign to, with percentage weights if multiple reps share a rule.
Click
Save.
Default assignment
When no rule matches, companies are assigned using the default distribution. You can add multiple reps to the default pool with weighted percentages that must total 100%.
Rule priority
Rules are evaluated top-to-bottom. The first matching rule wins. Use the up/down arrows on the Auto-Assignment page to reorder rules.
Bulk reassign
If you update your rules and want to apply them retroactively to existing companies, use Bulk Reassign. You can preview which companies will be reassigned and to whom before confirming.