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Anyone know a way to use the assignment rules to first look at geography and then from there assign in round robin fashion to the reps within that geography?
 
Thanks
 
  • March 21, 2008
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I'm implementing Round Robin Lead assignment using the Auto-Number custom field, with the formula number field "(MOD(VALUE({!Lead_Number__c}) ,19) +1".

Heres my dilemma:
My client has multiple call centers, who each need to have their own round robin system. The problem is, auto-numbers will increment for each lead created, regarless of say...the record type or any other criteria. Is there any way to build an auto-number into a formula field? In other words, I only want the auto-number to increment on certain leads, which could in theory be feasible if i could include an auto-number in an IF statment within a formula field.

Thanks,
Ryan

Message Edited by Grinster650 on 02-02-2006 02:03 PM