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Customer experience | Sales, Customer Insights,...
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Lead distribution within segments

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We have set up various segments that are aligned to our inbound traffic of leads. We have done this to automate the distribution of leads throughout the business.
 
We have set up our segments and assignment rules, in the UAT, to a round robin distribution across our sales team.

During testing, we discovered the round robin distribution method is not considering the segment the lead was assigned to and categorising leads as the same value.  Despite assignment rules being specific to segments, This results in an equal distribution across all leads rather than an equal distribution within segments.
 
 Current Distribution
   
 Input 5 LeadsInput 5 Leads
  
 
 
 
   
 Product 1Product 2
Sales Person 110
Sales Person 201
Sales Person 310
Sales Person 401
Sales Person 510
Sales Person 601
Sales Person 710
Sales Person 801
Sales Person 910
Sales Person 1001
 
 
 
 Required Distribution
   
 Input 5 LeadsInput 5 Leads
  
 
 
 
   
 Product 1 Product 2
Sales Person 111
Sales Person 211
Sales Person 311
Sales Person 411
Sales Person 511
Sales Person 600
Sales Person 700
Sales Person 800
Sales Person 900
Sales Person 1000

 
Does anyone know how to achieve this goal? 
  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    Lead distribution within segments
    Hi
     
    Here you need a custom round robin implementation. You can use Power Automate, plugin or work flow etention for that purpose. I solved similar problems for multiple clients.
     
    Here you some sorrt of configuration table in which you have to configure the same as here. Add up your logics accordingly.
     
    If my reply provided you with a solution, pleased mark it as a verified.
    Let me know if I can provide you with more details.
    Thanks
    Regards,
    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: https://www.linkedin.com/in/abdul-wahab-a5b8b011a/
    Youtube Channel: https://www.youtube.com/channel/UCBjgLqLK_2kU-3bwo4McrTw
    Twitter: https://twitter.com/Abdulwahabubit
     
     

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