We need to be able to have 2 versions of a round robin based on the number of contacts assigned to a specific owner in a day. However, there is no way to count assigned contacts at this time.
This would really improve our ability to handle round robins based on regional leads, while also keeping lead assignment even between our SDR team.
Second this idea. Round robin logic capping the # of leads per rep over a defined period (daily/weekly/monthly) would help with allocating leads across multiple sales reps.
I agree with this idea, and it doesn’t even need to be in the round robin workflow - we just need to be able to see at any time with the # of assigned leads for each sales rep which can also send off notifications etc
Hi guys, has anyone been able to find a workaround for this situation?
This would be very helpful for us too!