Round Robin Lead Assignment (RRLA 2.0)

Janati developed Round Robin Lead Assignment (RRLA) to solve a common business problem that clients have faced for years. How can leads be distributed evenly to multiple groups of Salesforce users based on different criteria?

How does RRLA work? All leads or a subset of your company's leads can be assigned using RRLA on create or update. Configuration is simple using the Round Robin fields or custom buttons. RRLA will assign the lead to the next Group Member if there is a match to a RR Assignment. An RR Assignment is based on a filter of any combination of Country, US States/Canadian Provinces, or Standard/Custom Lead picklist fields. Group Members are Salesforce users related to a RR Assignment. The assignment rules and group members are easy to configure and maintain.

With the FREE version, 2 Active RR Assignments, 2 custom matches (standard or custom lead fields), and up to 4 RR group members are allowed. Email sales@janaticonsulting.com to upgrade to the paid version with higher limits. Pricing Info: https://www.janaticonsulting.com/rrla-2-0-pricing

If you previously evaluated RRLA 1.0, take another look at RRLA 2.0 with MANY new features including Reassign