05.02.2010, 15:05 | #1 |
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Leon's CRM Musings: Automatic Lead Assignment Using Workflows
Источник: http://leontribe.blogspot.com/2010/0...ent-using.html
============== The problem with using workflows for lead assignment is you don't know who you sent the last lead to. However, you can get around this in a couple of ways. Method 1: Code I'm not much of a coder so I figured I'd try to achieve it without using plugins or jscript Method 2: The cheeky use of entities to store values To keep track of who we last sent a lead to, we're going to create a new entity and create a record for the variable storage. Let's call the entity 'RoundRobin'. We have a few options here.
I've also set up a 1:N relationship to Leads (they're called Enquiries here but they are just renamed Leads, I promise). Now the tricky bit, the workflow. The steps of the workflow are:
In this case I have it as On Demand but with workflows being asynchronous, this tends to act a little weird (basically a bunch of Leads get assigned before the attribute has a chance to change). However, if you run it on the creation of the lead, it works fine assuming there is a reasonable time between lead creations. Источник: http://leontribe.blogspot.com/2010/0...ent-using.html
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