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May 14, 2021 12:02 PM
Hello! I was wondering if there is a way to automate this:
Thank you!
May 15, 2021 03:05 AM
Hi @Paul_Chauvet - yes you could automate this. As you want exactly 25 records per day I think the automation will probably need a script (there isn’t a way with a view, for example, to select only 25 records). The process would be something like this:
The script will:
The next user thing is also a challenge but could definitely be done. It seems like you’ve got 3 users, but ideally this automation would adapt to any number of users to make it future proof.
One other comment I’d add is that, generally, I wouldn’t recommend copying the leads to the appropriate user table. There might be some circumstances where this is the preferred option, but usually, you want to keep records of the same type (leads in this case), in the same table with a different “assigned to” or status, for example.
(If you’re not into scripting and have a budget for a small project, DM me for idea of costs to set this up)