We have a team of sales representatives. New contacts are allocated to them via workflows with a rotation step. Every time a sales representative goes on a holiday or is sick, I need to manually exclude them from all rotation (around 12 workflows). This is very time consuming. It would be great if I could just label a contact owner as ‘being absent’, temporarily inactiving the sales representative so he/she won’t receive leads while still being included in the workflows
We need this too!
Severely late to the party, but if someone else comes across this, you can use ‘Teams’ to not have to manually update workflows that rotate owners. Just set the ‘rotate owner’ step to rotate through a team on whatever workflows use that step, then when someone goes on holiday - remove them from the team. ie. this idea seems to have been implemented in some capacity
At first I thought this would be an acceptable alternative to a temporary exclusion from assignment rotation, but I think this could have some unintended consequences if work is done targeted to records, reports, etc based on Team Membership, especially if the individual is out for more than just a couple days. I see they have a Beta for this, but it only applies to Ticket assignment, not Contacts or other records.