I am working on lead reassignemnt such that we ensure every sales rep has the same $ value of deals in pipeline.
While round robin ensures # deals are mostly fairly distributed, the $ value has a high disparity. We currently use # employees in lead's company as proxy for $ value.
When one rep's pipeline has reached a target x$ in pipeline, i no longer want any leads to be assigned to him and no longer want any meetings to be set up with him. I instead want future leads to go to other reps.
It sounds like you're trying to ensure a balanced distribution of both thenumber of dealsand thevalue ($)of deals across your sales team. This is a common challenge in sales management, especially when trying to keep things fair and aligned with overall team performance.
Here is how you can approach this in HubSpot:
1.Lead Reassignment Based on Deal Value (Custom Workflows) Unfortunately, HubSpot's built-in round-robin assignment primarily focuses on distributing based ondeal countrather than dealvalue. However, you can set up acustom workflowthat will help you with this. You can create workflows that:
Track deal value:For each lead, you can use deal properties likedeal amount, or you can set up a custom property to reflect the target deal value or assigned value.
Assign leads based on value:Once a rep’s pipeline reaches a certain deal value threshold (let’s say, $100,000), you can prevent future leads from being assigned to them.
To do this:
Create a custom propertyfor tracking each sales rep’s total pipeline value (you might need a workflow to update this property).
Set athreshold value(e.g., $X,000) where once this is reached, no new leads are assigned to that rep.
Create aworkflowthat checks this total pipeline value whenever a new lead is created and reassigns the lead to another rep if the pipeline value exceeds the threshold.
How to do it:
Create a workflow that triggers when a new deal is added to the pipeline.
Use acustom field or reportto track the rep's total pipeline value.
If the rep's pipeline exceeds the defined threshold, then the deal should be assigned to the next available rep (you could do this using another workflow or through HubSpot's assignment rules).
I want to invite some subject matter experts to see if they have any suggestions.
Hey @franksteiner79, @CateDuarte, or @Jonno_Price do you have any suggestions for lead assignment distribution based on $ amount as opposed to count of Deals?
Best,
Kennedy
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