Hi Teams, I’m looking for recommendations on how I can create a group for my micro team to round robin CSQL’s. Our micro accounts don’t have an assigned individual account owner but a group instead, so when action needs to be taken on a micro account it gets assigned to the account owner group “Micro teams” and then the task automatically gets round robined in Salesforce and sent to a micro csm team member who is next on that list.
- Can this grouping be available to be selected/added in the lead owner field ?
