Workflow Round Robin - rotate leads evenly & in set order
Hi there,
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.
I'd like to clarify this "Delivered" status reflects the feature request in the original post. There have been additional requests added in the comments on this thread, so I've tracked down some other Ideas where you can upvote and leave feedback.
If you’re interested in an app that handles some more advanced lead routing situations, please let me know. You can sign up to hear when the app is ready. I have a similar app created for Pipedrive, and I’m considering expanding to HubSpot if there is enough interest.
@evfishrOur team has been working on a new platform that gives HubSpot users/managers better ability to fully control contact/company/deal/ticket assignment including:
Round robin rotations that allow you to set the order
Weighted rotation
Out of Office status and working hours so users who are not available don't receive leads (plus we have a Google calendar integration)
Contact and deal capacities so you don't overwhelm reps with too many leads
Service level agreements
and more! Plus, this does not require Sales Pro!
We are listed on the HubSpot app marketplace where you can find more information about our solution!