Hi Chantelle,
Ravi's solution is nice if you want a simple and quickly setup solution. You pre set leads in static lists or you set a field. Then when the lead needs to be assigned, based on the preset list, you attribute it one sales or another. It will be rapidly insufficient though, if you really need something maintainable and robust.
If you want some more sophisticated stuff, we have created a whole round robin management solution solution in SFD in the past for a customer. It is very powerful and can be administered by sales managers or sales assistants directly from SFDC. amongst the features:
- You can define as many "round robin" as you want (you may need to have one per geography or one per market segment)
- You can add sales and remove them from any round robin
- Each sales may have presence half days, so that when a lead arrives on a certain time in the week, the round robin takes into account the sales who are really present at that moment
- You can suspend a sales and reactivate it in 2 clicks, in case one is missing when they are going on vacation
- You trigger it from Marketo through setting setting a "round robin ID" field (a plain integer number) before pushing it to SFDC.
Quite powerful, but a little costly to develop though, as you will need custom objects and fields, triggers, visual force, etc...
There might be similar solutions in the SFDC app exchange. Have you given a look ?
-Greg
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