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In this business scenario we needed to be able to use a Round Robin system for assigning new leads to Salespeople. This is a fairly typically scenario that we have come across & implementing this type of a solution really frees up Managers from manually assigning leads.
N52 Formula Manager Solution
The Formula Manager solution works with 2 formulas. One to generate an AutoNumber & the second one to do the lead assignment based on the AutoNumber. We use a Modulus function on the AutoNumber so it generates a whole number that we can then use to assign a Sales person to the lead.
- We create a formula of type ‘AutoNumber’ on the create of Lead records
- This generates a Whole number for each lead record
- Its value is placed into a custom field called ‘Lead AutoNumber’
- We create a formula of type ‘Save – Perform Action’ on the create of Lead records
- It takes the total number of sales people involved (e.g. 4) & uses a Modulus calculation to get a whole number
- This whole is then used to assign sales people ownership of the lead