Guide
Your round robin is still giving leads to people who left.
When someone leaves, their Salesforce user is deactivated. Their place in a round robin often is not.
Where it happens
- LeanData: each pool member has its own status (Available, Unavailable). A member whose user is inactive can still be marked Available.
- Traction Complete: a round robin step keeps its own list of users in the flow's configuration. Check every step after anyone leaves.
- Assignment rules and Flow: an entry or a flow step that assigns to a named user keeps doing so.
Check it yourself
SELECT COUNT() FROM Lead WHERE IsConverted = false AND Owner.IsActive = false AND CreatedDate = LAST_N_DAYS:90Any number above zero means leads went to people who cannot work them. Then open each round robin and compare its members against active users.
The same happens further down the funnel: open opportunities owned by someone who has left.
SELECT COUNT() FROM Opportunity WHERE IsClosed = false AND Owner.IsActive = falseHave it checked every night instead.
Routing Forensics connects as a read-only user and checks this, and the rest of your routing, against your real leads. Register interest and you will be first to get a free health report: what is leaking, where, and what it is worth.
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