I have 2 sales team. Lets call them sales team A and B
Sales team A operates on completely sepearte leads than the other teams, and has 3 different tiers of leads, In each tier of leads i need a round robin system to distribute leads to each member Sales rep in that tier. After a certain amount of time leads from Tier 1 and 2 need to go into the tier 3 lead set.
The problem wtih the traditional round robin lead system is that it assigns auto number to every lead. so this would not do me any good with the traditional system.
I can explain more if you need more but i think you get the idea of my problem.
The solution that i was thinking about was instead of using an autonumber field, is there a away to create an autonumber in a forumla. I could simply do an IF statement to check for the lead then go from there.
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I have workflow and API with my professional package as part of our contract.
I am beginning to think our routing is a little overly complex.
