How can I assign leads to a set of users equally?

  • 2 September 2020
  • 1 reply

Userlevel 2

When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.

1 reply

How do you setup a round robin to distribute two leads to all Senior Execs and only one lead to junior sales execs in one round?