Lead Assignment Automation
Hello,
I am looking for a way to assign out records that already exist within Zoho to my reps. What I currently have setup is after we send out an email campaign and someone interacts with the email I manually assign it to one of my reps on the floor which can be time consuming based on how many people interact with the email (generally more focused on clicks).
I thought I would be able to automate this process with the round robin assignment that is native to zoho but that is only for record imports and not existing records.
Is there a workaround for this or any input?