Workflow Round Robin - rotate leads evenly & in set order
We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized).
Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on other types of sales opportunities. With the current assignment logic, a rep that goes on vacation will then get MORE leads when they get added back into rotation. We want the rotation to be even from the point they are added back in. We also want it to be in a set / predictable order and not randomized.
- Select a label to view existing ideas by category::