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When an incoming lead comes into the CRM from one of exterior sites, we need to follow a round robin system
We need a process that will follow the below Round Robin to leads before being available to an actual agent as a lead.
Flow of Round Robin:
*round robin keeps going around and around until a lead is accepted.
Flow of Round Robin:
- When an incoming lead comes into the CRM from one of exterior sites, we need to follow a round robin system .
- Agent who is first in round robin receives a notification in email with the client name, email and Phone.
- Agent either selects accept, or decline.(If no response within 5 minutes it goes to the next agent.
- If agent accepts lead and calls, it is to record that a call was made, email was sent in CRM for reporting purposes
*round robin keeps going around and around until a lead is accepted.
1) https://success.salesforce.com/ideaView?id=087300000006tYI
You Can try below app exchange product
1) https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA&tab=r
2) https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptZOEAY
Please check below post for same
1) https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/
Let us know if this will help you
Thanks
Amit Chaudhary
All Answers
1) https://success.salesforce.com/ideaView?id=087300000006tYI
You Can try below app exchange product
1) https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA&tab=r
2) https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptZOEAY
Please check below post for same
1) https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/
Let us know if this will help you
Thanks
Amit Chaudhary
That's fine.
But this Functionality is not work
(If no response within 5 minutes it goes to the next agent.)
Amit