Round Robin Lead Assignment

The Challenge: Fair Lead Distribution

When scaling a sales team, manually assigning incoming leads quickly becomes a bottleneck. Sales reps complain about unfair distribution, and response times plummet while leads sit in an unassigned queue.

Standard workflow assignment rules in Zoho CRM are great, but they often lack the true dynamic "Round Robin" capability where you simply cycle through a list of available agents endlessly.

The Deluge Solution

This blueprint relies on a very simple architecture:

1. A 'Settings' Module: We create a custom module (or use an existing utility module) to store a single integer field called Current_Index. This acts as our persistent memory counter.
2. The Script: The Deluge script fetches this index, figures out whose turn it is, assigns the lead, and increments the index for the next run.

Why this approach works:

• Scalable: If you add a new sales rep, you simply add their email to the users list in the script.
• Fail-safe: The modulo-like logic (if(userIndex + 1 >= users.size(), 0, ...)) ensures the index loops back to zero automatically when it hits the end of the list.

Setup Instructions

1. Create a Custom Module called "Settings" and add a numeric field Current_Index. Create exactly ONE record in this module and note its ID.
2. Update the 123456789 ID in the script below with your Settings record ID.
3. Update the users list with the actual emails of your sales team.
4. Trigger this script via a Workflow Rule whenever a Lead is Created.