Automate Account Assignments with Round-Robin for Your Team

Cooper Schorr · 2024-12-18 14:53:47.765861+00

If I've got a list of Accounts, and I've created an "Assigned To" column in it, is there a way to automate the process of assigning to my team? Like some sort of round-robin so that I don't have to manually click through 1,000 accounts and manually click who I'm assigning them to? All I really want to do is to alternate between reps.

Automate Account Assignments with Round-Robin for Your Team | Clay

8 comments

· Sorted by Oldest

Channeled
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Yes, you can automate the assignment process using our Round Robin enrichment feature. Here's how to do it: 1. From the enrichment search bar, find the "Distribute Leads Round Robin" enrichment. 2. In the enrichment settings: • Enter your team members' names as comma-separated Assignment Labels (e.g., "Bob, Alice, Charlie") • Optionally, you can add associated values like Salesforce IDs if needed 3. Run the enrichment, and it will automatically: • Assign team members in a fixed, repeating order • Output the assigned team member name • Include a raw counter showing the position in the rotationIf you need to distribute leads unevenly based on capacity or experience, you can alternatively use our Weighted Round Robin option, which allows you to assign different distribution weights to team members. Sources: Round-robin enrichment overview | Clay University Distribute Leads Round-Robin (BETA)
Cooper Schorr
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Does this enrichment cost credits?
Channeled
APP
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No, the Round Robin enrichment does not cost any credits. List building, prospecting, and data cleaning operations are free on Clay. Credits are only charged for data enrichment actions like finding contact information, retrieving firmographic data, or accessing external data providers for lead research. Sources: Which actions cost credits (or are free)? - FAQ | Clay.com Actions That Use Credits vs. Actions That Don't
Cooper Schorr
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And why is it happening in a seemingly random fashion here:
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Cooper Schorr
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It's not alternating?
Channeled
APP
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Cooper Schorr
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Once I've run the automation, why can't i filter based on the results it generated?
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Cooper Schorr
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I want to filter specifically based on the names

Channeled
APP
·
·
Yes, you can automate the assignment process using our Round Robin enrichment feature. Here's how to do it: 1. From the enrichment search bar, find the "Distribute Leads Round Robin" enrichment. 2. In the enrichment settings: • Enter your team members' names as comma-separated Assignment Labels (e.g., "Bob, Alice, Charlie") • Optionally, you can add associated values like Salesforce IDs if needed 3. Run the enrichment, and it will automatically: • Assign team members in a fixed, repeating order • Output the assigned team member name • Include a raw counter showing the position in the rotationIf you need to distribute leads unevenly based on capacity or experience, you can alternatively use our Weighted Round Robin option, which allows you to assign different distribution weights to team members. Sources: Round-robin enrichment overview | Clay University Distribute Leads Round-Robin (BETA)
Cooper Schorr
·
·
Does this enrichment cost credits?
Channeled
APP
·
·
No, the Round Robin enrichment does not cost any credits. List building, prospecting, and data cleaning operations are free on Clay. Credits are only charged for data enrichment actions like finding contact information, retrieving firmographic data, or accessing external data providers for lead research. Sources: Which actions cost credits (or are free)? - FAQ | Clay.com Actions That Use Credits vs. Actions That Don't
Cooper Schorr
·
·
And why is it happening in a seemingly random fashion here:
Loading attachments
Cooper Schorr
·
·
It's not alternating?
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Cooper Schorr
·
·
Once I've run the automation, why can't i filter based on the results it generated?
Loading attachments
Cooper Schorr
·
·
I want to filter specifically based on the names