Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow

Hi jtremblay - I would love to know if there is any update on this essential feature!

To answer your question, the way we currently handle this when a sales rep goes on vacation (or is out sick) is by removing them from the team under the “Users & Teams” section in settings, and switching them to a different team that is not in our workflow which assigns and rotates leads. For example, if ‘Team A’ has 20 sales reps and one goes on vacation, then we will take that one user out of ‘Team A’ and switch them to ‘Team B’ until they return. The workflow which assigns and rotates leads is only associated with ‘Team A’, so they are essentially taken out of the round-robin workflow and will not receive any leads at all.

This is time-consuming and not ideal since it’s a very manual process that has to be monitored and handles within a moments notice. Additionally, that rep will get far fewer leads than the rest of the team, which causes an unfair balance and a much larger workload for the rest of the team while that rep is away.

It would be ideal to be able to set distribution percentages per rep, so that if someone is on vacation or sick they can still come back to some leads who will still receive automated emails if they get assigned to that rep while they are away, rather than getting none at all and making the workload more difficult to manage for the rest of the reps.

There are plenty of HubSpot users who are in need of the ability to rotate leads with fixed distribution percentages, as you can see in this other thread:

https://community.hubspot.com/t5/HubSpot-Ideas/Rotating-leads-with-fixed-distribution-percentages/idi-p/195692