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?
6 answers
Just trying to wrap my head around this. Why would a custom object need to be included if it's just around contacts and leads? Are there limits I'm not thinking of that would require something custom?
