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Rodolfo CP Rito
LIFO Leads Assignment
Hi,
How can I create a LIFO Leads Assignment and establish a maximum of leads per person?
Thank you!
How can I create a LIFO Leads Assignment and establish a maximum of leads per person?
Thank you!
I would recommend looking at Omni-channel to handle this. https://resources.docs.salesforce.com/sfdc/pdf/service_presence_administrators.pdf
The Omni-Channel helps in the leads assignment but it assigns them according with how old they are.
Any way to avoid that?
You could create multiple Queues and use a time based process builder to move the leads at a certain time to another queue. It wouldn't be exactly LIFO, but would be close.
Thanks
The problem is that if you close the lead tab a new lead will appear. I just want them to be able to close that tab if certain tasks were performed.