How do I rotate leads among sales reps?
Distribute leads evenly across your team.
To rotate leads automatically:
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Go to Automation > Workflows
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Create a new workflow (e.g., triggered by form submission or lead status)
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Add the "Rotate record to owner" action
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Choose your team members to rotate between
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Set fallback rules if a rep is unavailable
You can also assign tasks, send notifications, or set reminders right after rotation.