We have a couple of Customer Success Managers (CSM) who handle our leads prior to handing to sales people once qualified. They work four days a week and alternate who looks after the leads on any given day. What I'd like to do is automatically assign leads to them. If it's Tuesday to Thursday, allocate to one CSM, if it's Friday to Monday, allocate to the other.
I had thought Lead Assignment, as detailed at https://www.microsoft.com/en-us/dynamics/marketing-customer-center/set-up-automatic-lead-assignment.aspx would be fine, but I'm not sure if it's a Marketing function. In any case, I can't see Rules and Models within Settings. I assume it's under Processes, but not sure how to set it up.
Thanks in advance for any help.
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