Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.).
I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5 salespeople working that day, so we want to select those specific users to be assignees and then we choose to either assign sequentially or round-robin.
Comments
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Pipedrive's lead/deal distribution currently works based on custom field values. To include the day of the week, you’ll need to capture this information when the deal is created or moved to a specific stage. This can be automated using Make or Zapier. Alternatively, contact us to have this automation set up through our implementation, without relying on third-party tools (free if you're still within your Pipedrive trial):
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