+ Start a Discussion
kshannonkshannon 

Evenly and Randomly Assign Owner to Leads when Converted?

We currently have our system bringing in leads and being owned by the API user. We then convert these leads to Person Accounts when the criteria is met. What I'm trying to easily do is re-assing the owner of these newly converted leads from the API user to one of our 6 (this number will change) staff users. I tried following steps people had for the round robin lead assignment rules, but that was causing issues. Has anyone experienced this issue previously and have any insight?

Thanks in advance.
Kyle