Automatically reassigning leads if the assigned salesperson does not take action immediately

Automatically reassigning leads if the assigned salesperson does not take action immediately

This video shows you how to automatically reassign leads if the salesperson assigned doesn't contact them after 1hr. You'd use this approach if you have time sensitive leads who may go elsewhere if they're not contacted immediately.

Code for the function:

lead_record = zoho.crm.getRecordById("Leads", lead_id);

update_payload = {
"advancedroundrobin__Round_Robin_Processed": false
};

advancedroundrobin.safely_update_record("Leads", update_payload, lead_id);

advancedroundrobin.run_round_robin(lead_id, "Leads", "Lead");

round-robinzoho-crm

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