Assign lead with round robin distribution like Calendly

Matteo Nicola Nebbioso

Hi,

I need to assign leads to sales agents with a round-robin distribution (like Calendly).

For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.

Andreia Costa

Hi @Matteo Nicola Nebbioso 👋

We have a tool that can help with that, check out how it works here: https://support.pipedrive.com/en/article/automatic-assignment#managing-your-rules

With the automatic assignment feature, you can set up rules that will assign a lead or deal to X users (depending on the rules you added). This feature is available starting from the Professional plan, if you are not in the plan, maybe you can test a trial period and see if it would work for you.

Hope this helps!