Route By User Schedules

User schedules have been enhanced with new settings in the Route To and Owner Assignment nodes like Assign Owner, Round Robin, and Territory nodes. These new settings will give you greater control over your User Schedules in the nodes. Now you can choose to honor all the schedule types on these nodes. You can configure each node to honor all schedule types or any combination as needed.

These settings have been added to the following nodes:

• Route to Matched Lead
• Route to Match Account
• Route to Matched Activity
• Route to Matched Opportunity
• Route to Matched Campaign Member
• Route to Duplicate Lead
• Route to Duplicate Contact
• Assign Owner
• Route to Territory

 

Fallback Edge

A new fallback edge has been added to the above nodes, Out of User Schedule. This edge is used if the selected user is not scheduled to accept Leads at the time of routing.

Round Robin Nodes

The Round Robin node is treated differently because the User Schedule settings are configured on the Pool record.

When you configure the Round Robin node and select a pool, if the pool is set to honor schedules, it will tell you on the node.