I am looking for a solution to allocate leads based on time received. eg leads received before noon get allocated to contact 1 and leads received after noon get allocated to contact 2. I am looking for a round robin arrangement but time based. Is this possible?
Yup. You can totally do that - here’s how I’d handle it:
You inspired me to polish this up and add it to my Tips Du Jour series:
That is exactly what i was looking for.
Thank you so much!
That’s really clever!
I’ve used a similar structure for checking that field values are valid before allocating a lead to a sales person based on postcode.
Is there a way to segment based on time zone?