topic Re: automatic deals rotation taking into account the time of creation of the business in Sales Hub Tools

automatic deals rotation taking into account the time of creation of the business

dlaguna-AbH — Thu, 15 Feb 2024 11:39:15 GMT

We need to make an automatic deals rotation taking into account the time of creation of the business. That is, business between 8AM and 2PM to one person and business between 2PM and 10PM to another person and finally from 10PM to 6AM to another person.

Do you have any idea how to do this? Enterprise account without Operations

Re: automatic deals rotation taking into account the time of creation of the business

karstenkoehler — Thu, 15 Feb 2024 12:28:23 GMT

Hi @dlaguna-AbH,

The solution to this is surprisingly simple: You would simply use two workflows and specify in the workflow settings what their working hours should be.

Workflow A would take the 8AM and 2PM slot, workflow B vice versa. At the beginning of the workflow, simply make sure that the deal owner must be unknown for a deal to enroll. Additionally, in the deal settings make sure to unenroll deals immediately when they do not meet the enrollment criteria anymore. This should avoid potential conflicts:

Here you would specify deal owner = known.

Best regards!

Re: automatic deals rotation taking into account the time of creation of the business

dlaguna-AbH — Thu, 15 Feb 2024 15:32:53 GMT

Thank you so much @karstenkoehler It`s really simple