Lead distribution in round robin model

Hi,

I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson.

I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile.

In this case the process would be:

1. Create a new user profile and associate salespeople with this profile.

3. Create a new workflow and define a condition (field "city" = "NY")

5. Define a new task where, when defining a lead owner, it would be assigned to the profile previously defined.

6. So users of this profile would receive the leads in a sequential distribution queue model.

Today we receive approximately 200 daily contacts from our campaigns and we have to distribute each lead manually to our team. Even if the number of leads was smaller, we would still have to have an employee dedicated to this process.

What do you think?

Thank you!

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Fernando Martins

Sticky Posts
Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates
Introducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding