Best way to set up Even Account Distribution based on Number of Accounts a Sales Reps Own

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

We want to setup a custom workflow that distributes accounts evenly amonst our business development representative team.

We have a custom picklist field on the account level called “Sales Lifecycle Stage” with the following stages:

Assigned

Being Worked

Assigned - Unresponsive

Replied

Nurture

We want to make sure that at any given time the sales reps have a maximum of 300 accounts that they are the owner of based on a custom HubSpot user field called “Business Development Representave” where the accounts are in the Lifecycle Stage of “Assigned” or “Being Workd” or “Replied”.

Is there a workflow I can create that would evenly distribute accounts to sales reps based on this type of workflow? If not, what alternative solutions can I look out for?

2

Hi @MMetros5,

Out of the box this is currently not possible. The record rotation feature in workflows is not taking into account how many records have been assigned to a user before.

The only option I see here would be a custom one, either working with custom code actions in workflows (requiring Operations Hub Professional) or third-party solutions from the App Marketplace, although I’m not aware of any.

Best regards!