HubSpot Ideas

AHudson

Workflow Contact Rotation: Custom amount per day

Hi there!

 

My sales team needs to be automatically assigned 5 leads per weekday.  This enables them to focus on selling and not combing through lists, assigning themselves leads every day.  This simple option would greatly increase the quality-of-work/life for myself and the sales team. 

A simple option in the "Rotate Record to Owner" workflow function, to limit the number of contacts assigned per day would be glorious! 

1 Commentaire
lindahouben
Contributeur | Partenaire solutions Elite

This is exactly what i'm looking for at the moment. Is there any way we can stop the lead rotating after X contacts are assigned?