Is it possible with standard functionality to have a round robin set up with 6 people... but they are split up into 2 teams... 3 people per 2 products. Product 1 leads evenly distributed between 1-3 users and product 2 leads evenly distributed between 4-6 users. Any suggestions on a better way to set up that use case? Their current set up is not evenly distributing the leads. Thank you!
#Leads #Lead Management #Lead Assignment Rules #Round Robin #Sales Cloud
#Leads #Lead Management #Lead Assignment Rules #Round Robin #Sales Cloud
#Leads #Lead Management #Lead Assignment Rules #Round Robin #Sales Cloud
#Leads #Lead Management #Lead Assignment Rules #Round Robin #Sales Cloud
Hi Lindsay,
I've done a few lead round robin set ups in the past that worked quite well. I've never split them into groups, but I think that could be done.
A few things to note though are:
- The sales rep who is next in line is assigned as the owner.
- You should be able to change from a sales rep to a group, to enable you to split the teams. Or you can be more specific about which leads participate in which round robins.
Here is a link to show you the concept. Let me know if you have any questions.
