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We do the round robin using the random sample for batch leads assignment every once and a while. For example, we had 500 misc leads in the system we sent over to three new lead development reps using the Random Sample capabilities.
I am not sure how this works on one-off leads. I would think it would work but interested in hearing a confirmation on that.
Unfortunately, Marketo doesn't perform math functions, but if it could you could create a Round Robin ID formula field on the lead record and populate use a modulo formula to populate it with a number from 1to the max number of assignees, which is the way Salesforce does its Round Robin lead assignments. Is your Marketo synched to a CRM?
Yes, this is definitely possible. We actually have separate round robin lead assignments based on Lead Source. (For example, an inbound contact request is more valuable than a content download, so we want to make sure distribution is equal for each source.)
Here's how it might work for each source:
TRIGGER > Lead is Created > Form Name is "Content Download"
Change Owner > If Random Sample is "16" > Owner Name is "Sales Team 1"
If Random Sample is "16" > Owner Name is "Sales Team 2"
If Random Sample is "16" > Owner Name is "Sales Team 3"
and Default > Do Nothing
Hope that helps!
Drew, how mamny Sales Team x's do you have? What is the significance of "16"?
We actually have 3 teams, so our Random Samples are 33, 33, and 34. I was using 16 as a rough estimate of even distribution for Eva's original scenario of 6 teams. The Random Samples fields must total 100, but you can actually split in any proportions you'd like.