Forum Discussion

MannyHernandez's avatar
MannyHernandez
Qrew Trainee
7 years ago

How Do I Create A Formula to Distribute Leads to people automatically - with conditions or evenly

I want to distribute lead records or assign them to certain users. Ideally this would be evenly when the users are considered "active" status. Sometimes I would like to only distribute the leads the h...
APIs and custom code
Formulas and functions
Quickbase Automations
EvanMartinez's avatar
EvanMartinez
Moderator
7 years ago
Hi Manny,

I'm glad that you were able to implement that suggestion for a more basic round robin. As for finding a Partner we do have a Partner page here. That is a listing of our Partners that you can search or filter to help you look over the Partner options. We also have some of our Partners here in the Community and they might chime in as well to introduce themselves directly.