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Chidanand M
Assign Leads to queues in roundrobin fashion
Hi folks,
I need two separate lead queues that assign leads in a round robin fashion based on the lead score.
Any score containing a 1 or 2 is a Tier 1 lead.
Any score containing a 3 or 4 is a Tier 2 lead
For context, Tier 1 leads are urgent and Tier 2 are not
I have three people I want to round robin each of these lead queue to.
How to achieve this.
TIA
I need two separate lead queues that assign leads in a round robin fashion based on the lead score.
Any score containing a 1 or 2 is a Tier 1 lead.
Any score containing a 3 or 4 is a Tier 2 lead
For context, Tier 1 leads are urgent and Tier 2 are not
I have three people I want to round robin each of these lead queue to.
How to achieve this.
TIA
Here is another post that has a detailed solution for round-robin lead assignment. For your case, you can add a criteria or use different auto-number fields ? : http://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/
You could also look for appexchange package that might do this for you, e.g.: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5fcQEAR
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