AnsweredAssumed Answered

Removing from Round Robin Once Assigned

Question asked by 29293 on Jan 8, 2014
Latest reply on Jan 8, 2014 by b5d282dfa29104d6debc5bc70d2ef1ae61ffedec

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!