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Rotating sales leads to different sales team members

  • 8 March 2020
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Userlevel 3

Does anyone have any experience on how to create paths or filters that allow me to rotate incoming sales leads to different people. I have toyed with rotating based on different times of days, but all I really want to do is rotate to A, B C person and then start all over again with A.


Best answer by Danvers 13 March 2020, 15:14

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Hi @TalkToPaul! It sounds like what you’re looking for is a ‘round robin’ where the leads go to a different person each time, rotating round a list, is that right? There’s a couple of posts that explain how you can do that, including this one using Google Sheets:

And this great video post from @AndrewJDavison_Luhhu