search shadow

Round Robin when multiple leads are assigned at the same time

Comments

3 comments

  • Avatar
    Melissa Hsu
    Hi Serenity,
     
    Thanks for reaching out. I have a couple of ideas/suggestions: 
    • If you haven't already, set up a Lead to Lead Match Node and Route to Matched Lead Node in your Graph.  This path ensures all incoming Related Leads who belong to the same Account have the same owner. 
    • Additionally, I'll connect you with a Support Specialist to discuss an out-of-the-box custom setting which adds a wait step. This wait step holds the Lead so that LeanData can detect matches in bulk loads.
    Happy to answer any other questions.  Let me know. 
     
    Melissa
    0
    Comment actions Permalink
  • Avatar
    Serenity McCaw

    Thank you, Melissa!

    I have the match node set up, but I don't have the wait step set up- thanks for connecting me with support, I didn't know this was an option.

    Thanks again!

    1
    Comment actions Permalink
  • Avatar
    Andrew Beltran

    Hi Melissa,


    Thanks for taking care of one of my fave customers at LeanData!  I am sure that now that I am on this side of the fence, I will be leaning on you and my beloved ex-colleagues to get the maximum out of our new LeanData Investment.


    Regards,

    Andrew

    1
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk