Automatic Assignment by weekday
jhollender
Member Posts: 10 VERIFIED MEMBER
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.
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