Distribution - Capping
Cap # of records being assigned to a specific rep.
3
votes
AdminNathan Bellehsen
(Solutions Consultant, Chili Piper, Inc.)
shared this idea
You now have the option to cap the amount of records your users or teams can receive and setup Fallback owners!
More details here - https://help.chilipiper.com/hc/en-us/articles/29630951532947-Distro-Capping-and-Fallback-Owner-Features