Round robin assign opportunities/leads to teams?

[office]

There is the possiblity to assign opportunities to teams thorugh round robin?

[heint]

Greetingsoffice,

Yes, you can apply this rule to opportunities/leads through Workflow/BPM actions using Advanced Pack.

[heint]

Greetingsoffice,

Yes, you can apply this rule to opportunities/leads through Workflow/BPM actions using Advanced Pack.

this method applies only within the target team, but you also able to achieve this via custom Workflow/formula

[office]

the problem is that i have is that i want to create different branches so manager 1 will have sales rep A& B and manager 2 cant see the manager 1 sales rep A&B leads. the problem i Have is that the manager 1 cant see also the A&B leads. Only if the leads/opportunities etc are assigned to the same team 1 of manager 1 made of user A B and manager 1. So when i import the leads/opp I want to auto assign to teams. There is another option for the manager to see the leads and opp besides this solution?

[office]

I want to assign to sales reps, not to teams. so for example team potato has 20 sales agents and team carrot has 5. I want to assign 2x to each team so 40 leads to team potato and 10 to team carrot not 2 leads to each team. I cant select assign to users only

this method applies only within the target team, but you also able to achieve this via custom Workflow/formula

[victor]

How do you generate leads in your instance?

[office]

most of them i Import now, then some will be also through forms and import

i tried to add them through flow chart, but team is mandatory to be selected:

[office]

Should i make a team with all the sales agents and add that team? The problem is that i already have a formula that auto assign the lead to the team of the user (sale rep), in order for the manager of that team to see all the leads of all the sales reps. would this get into conflict with the formula and all managers will see all users and all teams of all branches?

LE: anyway i still have to select which opportunity. In suitecrm was very easy to do this operation on the free basic crm, i dont understand why its so hard here even on the paid extension.
even if i made the process for round robin:

[office]

solved, made this workflow with that assignment
:

[office]

Still doesnt work, all sales agents see the leads even from the other teams, even if for the all sales team i dont give acces for leads even for own, i think they get the access from the team they are originally from.