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I am looking for a way to dynamically assign Lead records. I have found articles about how to do this in a "round robin" system to distribute leads evenly or based on certain field values.
However, I am hoping to find a way to assign leads proportionally without having to have someone manually monitor the distribution of leads. What I mean by "proportional" is that I want, for example, 35% of incoming leads to go to salesperson A, 40% to go to salesperson B, and 25% to go to salesperson C. All incoming leads are being treated as equals, but I need only certain proportions to go to each salesperson.
I am currently working out of CRM 2013, but will be on 2016 shortly.
If anyone has some insight into this issue, it would be much appreciated. Also, a simple "this can't be done" works too. I just need to know!
from my own opinion, you have to think a way to assign the lead to the sales person "equitably" especially if the sales comes with commission.
"This can be done" but it requires more effort in term =s of customization, writing custom code and workflows. Basically you need to go for the similar implementations you have seen for round robin with some changes as per your requirements.
There are few links ( please ignore if you already have these links)
Hope this helps.
Thank you. I had seen one of these links before, but not all of them. I see how the round robin assignment could be adjusted for our needs.
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