Assignment Rules - Round Robin Limitation
We have noticed this limitation when the Assignment Rules are run against Imports. Each time a round robin assignment is run again an import, it starts again at users starting with an "a."
We have 50+ users and do round robin allocation via imports a few times a day for a handful of leads each time (say 10 each import). This means that users at the start of the alphabet get repeated allocations but users who are at the end of the list get none.
The "round robin" allocation should remember where it finished prior and start from there moving forward so it is a perpetual ongoing "round robin" not starting over each time.
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Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
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Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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