How to assign Solution Engineers / Consultants to existing opps

Most people think lead routing is just about assigning inbound leads. But what about existing opportunities? With Distro, you can automatically assign Solution Engineers, Consultants, Customer Success Managers, or even Executives to active deals based on the rules you set. No manual work, no delays.

How this works in practice

Here are 3 key use cases where Distro makes routing more powerful:

1. Assigning a Solution Engineer for technical scoping

Say an AE is working on a big deal. The prospect brings up a complex use case, and the AE isn’t sure if the product can handle it. Instead of figuring out who to ask, they update the opportunity in Salesforce. That triggers Distro to assign a Solution Engineer who matches the deal’s region, ARR size, or specific needs.

2. Assigning a CSM or Onboarding specialist for smooth handoffs

An opp is about to close, and you need a smooth handoff to Customer Success. Instead of manually assigning someone, Distro routes the right CSM or onboarding specialist based on territory, revenue size, or industry. No hassle, just a smooth handoff.

3. Assigning an Executive to seal the deal

Big deals often need leadership buy-in, but reps don’t always know how to bring in the right execs. With Distro, you can route your CMO to meet with CMOs, your CEO for major accounts, or your Head of RevOps to connect with a RevOps leader. The right people get looped in automatically.

Why this matters

Sales moves fast. If you’re still relying on manual assignments or complex Salesforce workflows, you’re slowing down deals. With Distro, you put the right people in the right place at the right time, and fast.

👉 Book a demo and see how Distro can help you.

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