Round Robin Lead Assignment

Mitch Milam's Microsoft Discussions

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If you use Microsoft Dynamics CRM and have a sales staff of more than one person, then you have probably encountered to need to assign incoming sales leads equally among your sales staff.

The Round Robin Lead Assignment solution was created to automatically assign new sales leads to a team of sales people in a round-robin fashion.

Features

Utilizes the built-in features of Dynamics CRM 4.0

Through the use of Teams and a custom workflow, you can determine how leads are assigned to your sales teams.

Support for an unlimited number of sales teams

Round-Robin can assign leads to an unlimited number of sales teams, depending on how your sales organization is structured.

Virtually maintenance free.

Once Round-Robin has been installed and configured, the only ongoing maintenance required is for you to maintain the members of the Team (or Teams).

How It Works

For this discussion, we’ll use the South Central Sales District Team that contains four members, as shown in the figure below:

Using the Round-Robin method of assigning new sales Leads, Jose Curry will be the first person to receive a lead. The next Lead would be assigned to Gail, then Alan, then Connie. When the fifth new sales lead arrives, Round-Robin understands that Connie is the last person in the list and will start the Lead assignment process at the beginning with Jose and proceed down the list again.

Pricing

$125.00USD per CRM Organization.   Click here to order.