Sales Hub Onboarding

RSiddula
Contributeur de premier rang

Lead rotate workflow

SOLVE

Hello Community 

 

Hope everyone is doing well. My Org have been maintaining the workflow for Lead rotation and it's working fine but we have some isseus with the workflow,

 

1. Number of leads allocation between SalesRep is not equal (not sure why)

2. The workflow is allocating Leads to deactivated users also, but it should only allocate to active users

 

 

Is there any Hubspot Lead rotation workflow creation sample video which helps us or any other suggestions also welcome. Please do help us, thanks.

 

CC: @AndreaBalducci 

 

 

Regards

Ravishankar S

#Ravi_talks  

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead rotate workflow

SOLVE

Hi @RSiddula,

 

How are you measuring whether the lead allocation is evenly distributed?

 

Regarding your second point, this seems like a bug / oversight. I'd recommend reaching out to HubSpot customer support via the purple in-app help widget in the bottom right corner of the HubSpot app.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead rotate workflow

SOLVE

Hi @RSiddula,

 

How are you measuring whether the lead allocation is evenly distributed?

 

Regarding your second point, this seems like a bug / oversight. I'd recommend reaching out to HubSpot customer support via the purple in-app help widget in the bottom right corner of the HubSpot app.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.