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Change lead rotation percentage

Status: Idea Submitted
loganrivenes
Submitted by on ‎Jan 23, 2019 3:44 PM

I would like to be able to adjust the percentage of lead rotation that occurs. For example, I am going to rotate leads between 2 sale reps and I want a 60/40 split, rather than even split.

 

Also, possibly being able to link to calendar availablility would be great as well. For example, atuomatically taking into account peoples vacations.

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11 Replies
stephan213
Member
‎Feb 14, 2019 10:46 PM

I can do this for you with the API, I already have the app built, to incorporate vacations would just need to connect to a calendar and do some additional coding.

 

 

Xtinnna
Participant
‎Aug 28, 2019 5:05 PM

I was asked to do this just now and am disappointed there is no option to do so. If anyone can help me set up a custom API, I'd be extremely grateful. 

stephan213
Member
‎Aug 28, 2019 5:21 PM

Xtinnna we have a script we can set up for you on a subdomain, we charge $50/month or you can buy the code for $500

kstewart
Contributor
‎Sep 19, 2019 5:02 AM

SUPER surprised that this is not possible within hubspot. 

we are in the same boat, we need one rep to get 30% and the other 70% of leads. 

how is this not possible?

we have to ask our reps to do it manually? 

allenmontellano
Participant | Partner
Participant | Partner
‎Oct 14, 2019 9:40 PM

Same issue for us. Anyone found a solution to this yet?

stephan213
Member
‎Oct 15, 2019 11:04 AM

We can do this using a custom program and the webhooks/api from hubspot.   If you want us to customer develop a script for you PM me.

DaniGomes
Participant
‎Dec 16, 2019 11:02 AM

Are there any plans to add this option to the workflow?

TheoB
Participant
‎Dec 17, 2019 11:25 AM

We are also looking for more sophisticated options for distributing and rotating leads. 

 

It would be great to set percentages for each agent within the rotation!

Amanda_FUNYL
Member
‎Jan 20, 2021 3:07 PM

A much-needed feature. This should definitely be an option in the lead rotation workflow.

Kschierholt
Member
‎Feb 26, 2021 12:14 PM

This needs to happen! It would be a game-changer.

clinttt
Member
‎Mar 9, 2021 1:57 PM

I'm surprised it's been 2 years and this feature still isn't possible. Junior sales people often get less than equal share of leads until they get their feet wet. Or we have a sales rep with more bandwidth than another. We really need a way to set it so that on a team Rep A receives XX% of leads/deals, Rep B received XX%, and they're not evenly split or equal.