Removing from Round Robin Once Assigned

Anonymous
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Removing from Round Robin Once Assigned

Hello

Is there a way to remove certain leads from the round robin once they're assigned? For example, in my smart campaign's smart list, I have it so that the campaign will only affect leads from certain companies. So let's say a lead from "ACME" comes in and I want it to get randomly distributed to a sales rep by using the Random Sample choice. But once that lead from "ACME" is assigned to a specific sales rep, then moving forward, I would like all leads from "ACME" to go to the same sales rep. Otherwise, I could have 10 leads from "ACME" being sent to 10 different sales reps.

Has anyone found a solution for this? Thanks!
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Anonymous
Not applicable

Re: Removing from Round Robin Once Assigned

You can do a dump of all Account names by Sales rep. Then in your flowstep of this 'round robin' campaign you'd add some conditional statements. If account name contains (X Y Z) then assign to rep A, if account name contains G H I, assign to rep B, etc. Once a month you could go through and update. There is no automated way to do this as far as I know.