Since so many of the leads that come in through the website are spam (another problem for another day), the leads that come in are assigned to a lead assignment queue that's currently 2 members of the marketing team to qualify them.
Once they're qualified (Status field update), that gets pushed over to the director of sales. Then if he goes to change the owner of the lead to the queue, how does the queue know to rotate them correctly?
I used this link (https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/) as a guide to help set it up with the additional fields that can help, but I'm not sure how to put it all together to make it easier.
Any thoughts?
Salesforce doesn't natively support true round robin when a lead is reassigned to a queue. Sending the lead back to the queue won't automatically assign it to the next rep.
A better approach is to trigger the assignment when the lead status changes to Qualified
using Flow (or Apex if your logic is more complex). The flow can identify the next rep in the rotation and assign the lead directly.
If your routing rules go beyond simple round robin (availability, territories, workload, etc.), get your hands on tools like LeadAngel, LeanData, or Kubaru. They are often used to handle that automatically instead of maintaining custom automation.
