Route work directly to the preferred support rep. For example, you can route sales calls from existing customers to their account executives. Required Editions View supported editions. Note With external routing, Skills-Based routing or direct-to-rep routing is not supported. Prepare to Route to Service RepsVerify that you’ve completed these prerequisite tasks before you set up rules to route work directly to service reps.
Route work directly to the preferred support rep. For example, you can route sales calls from existing customers to their account executives. Required Editions View supported editions. Note With external routing, Skills-Based routing or direct-to-rep routing is not supported. Prepare to Route to Service RepsVerify that you’ve completed these prerequisite tasks before you set up rules to route work directly to service reps.