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Round-Robin Assignment

randellm945
5 - Atom

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.

 

Accounts.pngOwners.png

 

Thanks for the help everyone! 🙂

 

 

3 REPLIES 3
shreyanshrathod
11 - Bolide

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

randellm945
5 - Atom

Hi, i'm looking for maybe something like this: 

randellm945_0-1620367040354.png

 

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! 🙂

shreyanshrathod
11 - Bolide

Hi @randellm945 ,

 

See if this helps.

You can build on it as per your exact requirement.

 

Regards,

Shreyansh Rathod

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