Lead Routing: How do I order the way in which the 'rotate company to owner' step routes usesr

SOLVE
Highlighted
Occasional Contributor

Hi

 

I am currently building a workflow to assign accounts to SDRs based on Country. When it comes to adding in the 'rotate company to owner' step. I would like to order how the accounts get assigned to specifc users (SDRs) not rely on Hubspots random slection of who gets assigned the first account.

 

Is this possible, if so how?

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
Community Manager

Hello @Sherelle 

 

At the moment the option of a round-robin in workflow works is that it will rotate contacts to the user who was least recently assigned a contact in this action more information here, there is not a way to choose the user that gets assigned the first account.

 

I will be including an article of our Knowledge Base with more information:

 

Kindly,

Pam


Did my post help answer your query? Help the Community by marking it as a solution
Reply
0 Upvotes
2 Replies 2
Highlighted
Community Manager

Hello @Sherelle 

 

At the moment the option of a round-robin in workflow works is that it will rotate contacts to the user who was least recently assigned a contact in this action more information here, there is not a way to choose the user that gets assigned the first account.

 

I will be including an article of our Knowledge Base with more information:

 

Kindly,

Pam


Did my post help answer your query? Help the Community by marking it as a solution
Reply
0 Upvotes
Highlighted
Occasional Contributor

Hi @PamCotton,

Thanks for your responce!

 

Its too bad that this cant be done - if you guys can get this on your next roadmap that would realy be a game changer Smiley Wink

 

Thanks again,

Sherelle