Automation to assign leads by day of the week or Enrolling in workflow by day of the weekSOLVE
2 weeks ago
My reps want to be assigned leads by day of the week, no matter how much I tell them it isn't standard or doable with automation.
I tried having a workflow for each rep that only executes on the day that sales person is active but without limiting the enrollment to a day of the week, it just reenrolls the lead in every workflow and runs them as the day or time changes. There is no other distinguishing difference in the leads so all of the enrollment triggers have to be the same.
I've been using the Unenrollment and Suppression tab to unenroll them from the other unapplicable worklfows, but that doesn't stop the initial enrollement of those other wokflows and those all have unenrollment rules that unenrolls them from the appropriate workflow and then none of them are completed. It's driving me crazy. Sorry for the ramble.
Any idea on a fix or workaround, something I'm missing anything would be helpful.
And yes, I have upvoted every idea I could find on the subject. I'm looking for a usable workaround, not a hopeful future feature.
Solved! Go to Solution.
2 weeks ago
If the contact is assigned, then any following steps could be handled in a different workflow – but having solved the assignment by day of the week, that shouldn't be a big issue?
What actions do you have after the contact ownership assignment? Any other workflow could now enroll these contacts based on "Contact owner is known" or "Contact owner is [specific user]".
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