Hi there! There's an issue with my round-robin lead assignment. From what I can see so far it's isolated to Lead Source= Website. Otherwise the leads look like they are being equally routed to our 3 sales reps. Should I modify my Round Robin formula?
It's currently:
MOD(VALUE(Lead_Number__c) ,3)+1
Hi @Nicole Eutsler ,
Can you confirm what happens to the leads that aren't being assigned the way you'd expect - are they being assigned to someone?
Looking at your Lead Assignment rules, is it possible it's getting picked up by one of the earlier stages?
If not, then I think we'd need to check every step along the way, so I'd run a report to verify:
- Every lead record is being assigned an Auto Number (Lead_Number__C)
- Every lead record is being assigned a Round Robin ID
Hopefully that report will help identify the issue
