Dynamics Community Forum Thread Details

Round Robin Assignment for Leads?

Using the free trial app from Inogic to set up a round robin system for my sales team, I ran into the below issue.

So, I copied over the Prod instance of CRM into the UAT Sandbox and I reinstalled the Lead Assignment & Distribution app, but I am now unable to manually run assignment for leads owned by a generic user (we call the user Team 1). It’s intermittent at least. I do show a number in the Queue Items but when I drill into the Queue, the Queue items list is blank. Is there a delay on these assignments? I checked the Users Security Roles, made sure they had the Lead Assignment User role and added them to the Queues and the Assignment Rules. It’s as if it is stuck. Thanks for any help!

Hi, This issue could be due to several factors. Here are some steps you can try:

Check Background Processes: Sometimes, background jobs take a while to process in UAT environments. Review any workflows or background jobs related to the app and ensure they’re running as expected.

Refresh the Queue: If the Queue Items list appears blank, try refreshing the Queue view. Sometimes, data doesn’t load immediately in copied environments due to caching.

Examine Security Roles and Permissions: Double-check that Team 1 has all the necessary permissions, and make sure they have access to the specific Queues involved. It’s good that you already checked the Lead Assignment User role; ensure it’s applied correctly.

Review Assignment Rules and Queue Settings: Confirm that the assignment rules you set up are configured for UAT and not just copied from Production. Sometimes rules don’t transfer perfectly in a copied instance.

If these steps don’t resolve it, you might want to consider lead distribution software like LeadAngel, which can handle round-robin assignments with real-time visibility and reduce delays or errors in lead assignments.

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