Does your team have regular tasks that rotate on a schedule? Or do you need to allocate leads to particular team members on a rotating basis?
With this Automation Hack, we'll build a system that schedules a given task hourly, daily, weekly, or monthly (or every second day/week, etc), and allocates it in turn to each of your team members.
Using this system, we built a way for one of our clients to allocate leads to a different salesperson each day of the week.
In addition to lead management, this hack can be used to schedule responsibility for who is on call each month, whose turn it is to fill the paper in the photocopier, or even whose job it is to takes the trash out each week.
Any additional cost or setup fees related to the apps involved are not included, and are at your own cost. You will require a paid Zapier account to run the automations. We may substitute other apps or platforms where it is necessary.
The delivery period for Automation Hacks commences from the time that you provide us will all information, logins and material in order for the build to be completed, and we have acknowledged receipt.