Work Assignment Rule in Sales Hub

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Posted on by MP-09081353-0

Hello All,

I have activated the work assignment rule in round robin method for my organization lead assignment process. But at time it's creating duplicate assignments of the same lead for two different salespersons. What could be the reason?

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Shweta 18 on at

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Work Assignment Rule in Sales Hub

It sounds like the issue could be due to a few things:

Timing Conflicts: If multiple leads are coming in at the same time, the system might be assigning the same lead to different salespeople before it has fully processed the initial assignment.

System Delays: Sometimes, there can be a lag in syncing or updating the data, which might cause the round-robin to accidentally assign the same lead twice.

Rule Setup: Double-check your assignment rules to ensure there aren’t any overlapping conditions or triggers that might be causing duplicates.

Workflow Overlap: If there are other workflows running at the same time as your lead assignment process, they might be interfering and causing duplicates.

It might help to check the logs or revisit the rules to see if something’s conflicting. Also, using a lead assignment tool like LeadAngel can simplify the process and help avoid issues like these by allowing more precise control over the assignment rules.