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Can anyone please help me to complete this task.

User_Z7D1C
User_Z7D1C Member Posts: 1 Green Ribbon

Round Robin of Lead Assignmnet:


Configuration:

>Create a Custom Object as "System Parameters".

>Have the fields as Category - (Sales Front Users, Support Users)

>Other fields as "User Emails", "Current User"

>In "User Emails" - we will have all user emails in comma separated w.r.t Category

>In "Current User" - we will have the last user email to whom lead was assigned.


In Lead:


Have a catgeory defined as "Sales Front","Support" and Action button defined as "Assign user".

On click of "Assign User" Action we will update Lead owner based on Configuration stored with the next users in the loop based on the catgeory.