Round Robin Lead Assignment

You could use workgroups instead of employees. then assign each employee to the work group. 

I did try that this morning, and while using the Assign Leads Process does assign the workgroup, it was not assigning an owner from the workgroup in Round Robin order, only letting you pick an owner from at workgroup manually. 

My team is just looking to automate the process.

Hey @ddickerson, have you found a way to automatically distribute leads to owners evenly? I’m facing the same dilemma. I have a work group with all my employees assigned to it, and can successfully assign a workgroup to a lead, but it doesn’t update the owner automatically on a Round Robin basis.

I did not. I’ve been assigning them manually, unfortunately.  

​@ddickerson am I correct in assuming you still haven’t found a way to spread out the leads using a round robin method? I figured I would ask since it appears 10 months ago since the last inquiry into this.

I have had success with auto-assigning salespersons to sales orders through business events. It works OK.

I created a GI that displays the last date/time a salesperson was assigned to sales order. I then added an attribute/UDF to the employee screen to hold that date/time. This list is filtered where the attribute date <> the last sales order date, so that it only updates when the date changes.

From there, I created a 2nd GI to identify the oldest sale order that does not have a salesperson assigned. I linked this to the employee attribute and identified which salesperson had the oldest date/time. 

An import scenario then updates the sales order using the 2nd GI. This process works OK as long as the order creation is spread 1-2 minutes apart.

There is also a checkbox on the employee screen that allows the end-users to choose who is included in the assignment process.

It does use a few ERP transactions, but it’s not too bad.