Guide
The lead owner keeps changing, and nobody works the lead.
A lead that changes owner four times in a week is not being worked by any of them. It usually means two automations disagree about who should own it.
Usual causes
- A flow and a routing tool both assign. Each one undoes the other on the next update.
- An assignment rule reruns on edit. A form or integration update fires the rule again.
- Territory or account matching reassigns a lead that round robin has just placed.
Check it yourself
This needs field history tracking on for the Lead Owner field.
SELECT LeadId, COUNT(Id) n FROM LeadHistory WHERE Field = 'Owner' AND CreatedDate = LAST_N_DAYS:7 GROUP BY LeadId HAVING COUNT(Id) > 6Each owner change is usually written as two history rows, one with the Ids and one with the names, so more than 6 rows means more than 3 changes. Then read the history of one of them: the users making each change tell you which automations are fighting.
Have 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.
Register interestMore guides
- Your Salesforce lead assignment rule is not working. Here is why.
- Leads are stuck in a Salesforce queue. Where and why.
- Your round robin is still giving leads to people who left.
- Traction Complete is not pulling untouched leads back.
- LeanData is routing, but some leads are going nowhere.
- HubSpot contacts are arriving without an owner.
- A Flow is overriding your lead assignment rule.
- How fast do your reps really respond to a new lead?
- Omni-Channel is holding leads nobody accepts.
- The same person is arriving as two leads.
- A share of your leads have no source.
- Leads are sitting at "Open" and nobody has started.
- Leads are converted, and no opportunity is created.
- Leads are still owned by the integration user.
- Your HubSpot rotation is not sharing leads evenly.
- Salesforce has no assignment rules for opportunities.
- Deals are still sitting with your SDRs.