Native Round-Robin Lead Assignment with Capacity Cap

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  • office
    Member
    • Jun 2025
    • 42

    #1

    Native Round-Robin Lead Assignment with Capacity Cap

    It would be nice to add in the paid pack point-and-click round-robin engine that:
    1. Targets a chosen Team (single or multi-select).
    2. Iterates through Active users in that team, remembering its cursor across sessions.
    3. Checks each candidate’s current open-lead count (where status ≠ Converted/Dead).
    4. Assigns the Lead to the first user below a configurable capacity threshold (default = 100).
    5. If all users are at capacity, leaves the Lead unassigned (so a manager can intervene).
    6. Works consistently for UI, API, and Import operations, with no user scripting required.
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