How to assign leads to salesperson with minimum work load?

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  • crmtesting
    Junior Member
    • Oct 2024
    • 11

    How to assign leads to salesperson with minimum work load?

    Hello,
    I am receiving leads through rest API from external sources and I want to assign leads to salesperson with minimum new leads.
    how should I proceed with this.
    I have very few salesperson.
    so my plan is to use API before save script and count the number of leads for each sales person, and then assign the lead to the sales person with minimum leads.
    1. is this a bad approach?
    2. what would be the right approach for this..?




    Last edited by crmtesting; 10-27-2024, 03:25 PM.
  • lazovic
    Super Moderator
    • Jan 2022
    • 810

    #2
    Hi crmtesting,

    If you have Advanced Pack extension installed, it would be a good idea to use the Apply Assignment Rule action with the Least-Busy rule: https://docs.espocrm.com/administrat...ssignment-rule.

    Your option can also be tried to be implemented, but it needs to be thought out well, e.g., supplement the solution with handling the case when several users can have the same minimum number of assigned leads, etc.​

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    • crmtesting
      Junior Member
      • Oct 2024
      • 11

      #3
      Hey @Iazovic
      Thank you for your response. I am individual from a country with poor purchasing power, and buying Advanced Pack extension is not feasible for me right now.
      That is why looking for a workaround without the need of any extension.

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