Streamlining SDR Assignment Based on Campaign ID Effortlessly

·

I filter columns based on campaign ID and then assign it to SDRs based on need. Sometime it alternates between 2 SDRs, sometimes 5. However, I find it very difficult to copy paste the assignments. How can I do it at scale?

1 comment

· Sorted by Oldest

Clay
APP
·
·
Use our round-robin feature to automate SDR assignments at scale instead of manual copy-pasting. Two options: - Standard round-robin: Distributes leads evenly in fixed order among your SDRs - Weighted round-robin: Allocates leads based on predefined weights, letting you adjust distribution based on capacity This eliminates manual lead assignment and ensures balanced workloads automatically. You can adjust for changing team compositions, out-of-office reps, or varying workload needs. If you need further help setting this up, request human assistance by clicking "Talk to a person."
Sources: Round-robin integration overview | Documentation | Clay University Round-robin integration overview | Documentation | Clay University Claybooks: Enrich, classify, and route leads from Typeform submissions | Clay.com

Clay
APP
·
·
Use our round-robin feature to automate SDR assignments at scale instead of manual copy-pasting. Two options: - Standard round-robin: Distributes leads evenly in fixed order among your SDRs - Weighted round-robin: Allocates leads based on predefined weights, letting you adjust distribution based on capacity This eliminates manual lead assignment and ensures balanced workloads automatically. You can adjust for changing team compositions, out-of-office reps, or varying workload needs. If you need further help setting this up, request human assistance by clicking "Talk to a person."
Sources: Round-robin integration overview | Documentation | Clay University Round-robin integration overview | Documentation | Clay University Claybooks: Enrich, classify, and route leads from Typeform submissions | Clay.com