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.
Hi @spogue - Thanks for following up.
An update for those interested, the specific feature of distributing ownership unevenly in the Rotate Object action (ie. assign owner A 70% of leads and owner B 30% of leads) is currently in planning.
We hope to have a beta for this feature later this year. Stay tuned for updates!
My name is Megan and I'm a product manager for the workflows tool. Thank you for your feedback and votes on this idea!
To start, I'd like to clarify a couple of things about how the "rotate owner" action logic currently works, as there is some confusion throughout the thread. Also, when contact workflows were upgraded to the new workflows system at the end of 2019, we made a slight modification so that the assignment order would be more predictable/ordered. I'll illustrate with an example:
A "Rotate contact to owner" action is configured with 3 owners.
If 3 contacts are enrolled in the workflow, each owner will be assigned one contact (if 6 contacts are enrolled, each will be assigned 2, etc..):
This pattern will continue, with each subsequence contact being assigned in this order and in an even distribution.
Assignment order: owner A, owner B, owner C, owner A, owner B, owner C, owner A, owner B, owner C... etc.
If you add or remove owners from the action after your workflow has been turned on, the assignment counts for that action will completely reset and the assignments will re-start. Newly enrolled objects will be rotated to all of the currently selected owners evenly, regardless of the previous rotation assignments.
Continued example: A new, 4th owner is added to the "Rotate contact to owner" action.
This pattern will continue, with each subsequence contact being assigned in this order and in an even distribution pattern.
Assignment order: owner D, owner A, owner B, owner C, owner D, owner A, owner B, owner C, owner D, owner A, owner B, owner C... etc
This is what the original poster is requesting (ordered and even assignment), but I see themes for other feature requests in the comments:
Please let me know if questions remain, or if you have additional feedback about an uneven distribution option.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.