S
S
SergeyKisliy2015-10-11 15:58:58
CRM
SergeyKisliy, 2015-10-11 15:58:58

How to alternately assign a person responsible for a new lead in bitrix24?

Hello.
There is a website, applications (leads) are received from it in bitrix24 crm. We have three managers who process them. Is it possible to somehow make this crm so that the next manager is automatically assigned as the person responsible for the new lead? Ie serial distribution.

Answer the question

In order to leave comments, you need to log in

3 answer(s)
A
Anton Shtinov, 2015-10-15
@SergeyKisliy

There are no standard features, I see two solutions:
1) Organize a queue of managers using business processes.
2) Make an external application that will distribute lead managers.
On the second method, I can tell you in more detail.

A
Alexander, 2015-10-15
Madzhugin @Suntechnic

Assign numbers from 0 to 2 to managers. Assign a lead to a manager with lead ID%3.

A
alex1nd, 2021-08-07
@alex1nd

what to write how to set up the second tab "change responsible"
and what to write in 1 tab - the required field "Reserve users:" (I indicated the same ones)

Didn't find what you were looking for?

Ask your question

Ask a Question

731 491 924 answers to any question