Custom Lead Allocation for Zoho CRM
Menelik Gedion
QA Engineer
Consultant
Web Developer
Zoho CRM
Zoom
Challenge
A client needed a more sophisticated lead allocation system than what Zoho CRM's standard features offered. They required a priority-based round-robin distribution that could assign leads based on specific user priorities, resetting once a set quota was met.
Solution
I developed a custom solution that allowed precise control over lead distribution based on user priority:
Priority-Based Allocation Example:
John Doe - Priority 1 - Max Leads: 5
Jane Doe - Priority 2 - Max Leads: 3
Once Jane reaches her limit, the system resets, and assignments start with John again.
Solution Highlights
Created custom workflows and fields to manage lead allocation priorities.
Implemented a custom function for tracking user quotas and automating assignments.
Conducted thorough testing in a Sandbox environment before deployment.
Process Overview
Initial Consultation (30 minutes, Free): Defined project goals and challenges.
Requirement Gathering: Captured the unique lead allocation rules.
CRM Audit: Assessed the current CRM setup for enhancements.
Proposal & Timeline: Outlined deliverables, timeline, and budget.
Implementation & Testing: Built custom workflows, tested in Sandbox, validated functionality.
Handover & Training: Delivered documentation and training for a seamless transition.
