Hi, I hope this is the right place to ask for help. I can't seem to figure this out.
Account with largest bookings is assigned first to an owner with lowest sales during the time of assignment.
Thanks for the help everyone! 🙂
Hi @randellm945 ,
Could you attach a screenshot with output based on above inputs ?
Also, what happens to remaining accounts who are not assigned to any owner ? (basically, when number of records are not same, what happens in such a scenario)
Regards,
Shreyansh Rathod
Hi, i'm looking for maybe something like this:
Since Ryan has the least amount of sales, he'll receive the account with the most bookings. On a much larger scale (if the accounts are thousands, the total bookings these 4 owners have should be almost equal.
Thanks! 🙂
Hi @randellm945 ,
See if this helps.
You can build on it as per your exact requirement.
Regards,
Shreyansh Rathod