Round Robin Lead Assignment (RRLA)
What is RRLA?
Round Robin Lead Assignment (RRLA) is the most customizable Round Robin lead assignment solution available now on the Salesforce Appexchange. Multiple round robin assignment groups are supported with filtering by Country, US States/Canadian Provinces, and ANY lead picklist fields - standard or custom. RRLA works with all lead channels including web to lead, Marketing integration leads, the Salesforce UI or mass imported leads. Setup and group membership is flexible and easy to maintain.
Benefits of RRLA
Flexible: Supports multi round robin assignment groups with the ability to use custom fields for matching.
Robust: Flag which leads should be assigned by RRLA from any lead channels including web to lead, Marketing integration leads, the Salesforce UI or mass imported leads.
Easy To Use: Simple to set up, use, and monitor
Use this document to install and set up basic Round Robin Assignment. This is a good starting point to get a feel for how RRLA works and how it could be used in your organization.
Use this document to gain a more detailed understanding of both configuration and set up options for multiple lead channels. Learn how the matching and member ordering works as well as other global settings like Call Active Assignment Rule. Understand more about notifications and monitoring.
Tell Us What You Think
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