Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Round Robin lead allocation based on Territory/Postcode

$
0
0

Hello,

I am struggling to implement a round robin lead allocation solution. The examples on the web don't seem to address 1 fundamental requirement I have - different teams depending on the Territory of the lead. 

I have followed through https://community.dynamics.com/crm/b/crmeventexecutionpipeline/archive/2016/03/20/round-robin-assignment-microsoft-dynamics-crm and other similar articles, but they all assume 1 team and use the counter entity with a relationship to the lead, which I believe doesn't solve and only overcomplicates my problem.

Any detailed walkthroughs similar to the one I referred to above would be greatly appreciated!

Thank you


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>