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Lead distribution to different sales managers in a round robin way

Help me out with Lead distribution to different sales managers like i have 5 sales managers and i have to distribute each lead to each sales manager like lead1 to sales manager1 and then lead2 to sales manager2....................lead5 to sales manager5 and then lead6 to sales manager1 like round robin , i tried assignment rules but there the problem was when bulk uploading the excel lead data lead assignment was not happening properly i suggest any workflow/javascript/plugin. Thanks in advance

Hi,

We have a Microsoft AppSource preferred solution, known as Lead Assignment and Distribution Automation that can help you distribute Leads/Cases automatically using Round Robin & Capacity Algorithm in Dynamics 365 CRM.

It is a productivity app that systematically allocates and distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. This solution ensures fair distribution of workload within each team by honouring their individual capacity.

Here are some key features of Lead Assignment and Distribution Automation:

Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Time-Based Assignment Model: Assign maximum number of leads to sales reps on daily, weekly or monthly basis.
Assignment Rules: Create multiple assignment rules for different selection criteria of the Leads
Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
Sequence: Set sequence of your choice based on which Leads will be assigned to the users
Dashboards: Monitor and analyze the number of Leads assigned to each team member with the help of Dashboards

To know more about this solution visit our Website or our Microsoft AppSource page. You may also download a 15 days’ free trial to explore Lead Assignment and Distribution Automation yourself!

Thanks!

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