In your project templates, you can select who should be given the tasks for that project.
You have the option of selecting either users or roles.
How Upsales selects users
Users for the project are selected when the project is triggered by a won deal.
If you enter multiple users or a role in your template, Upsales will:
- Prioritise active users over inactive
- If there's no winner, select the user that has the most tasks in the project
- If there's still no winner, check who hasn't had a task assigned from the project template for the longest time
- If there's no winner, check if any users have open tasks from the project template, and prioritise users with the fewest tasks
- If there's no winner, select the user with the lowest Upsales user ID number