Video

How to Assign Records to an Unavailable Pool Member’s Manager

Tips and Tricks: Assign to Unavailable Pool Member's Manager

When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment. In this Tips and Tricks video, Kevin Au walks through how to assign records to an unavailable pool member’s manager.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

Need help with LeanData? Check out our Help Center.

You might also want to check out our Tips and Tricks video on Assigning Multiple Owners with a Round Robin.

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