<description>&lt;p&gt;Are you struggling with complex user assignments in HighLevel? You’re not alone, but there’s a better way to manage it all!&lt;/p&gt;&lt;p&gt;In this week’s episode of HighLevel Hot Takes, Tyler and I will guide you through using placeholder users and custom fields to streamline your process.&lt;/p&gt;&lt;p&gt;Get an inside look on how to create workflows that handle both weighted and unweighted user assignments, why custom fields are essential when managing data, how to set up triggers, and more.&lt;/p&gt;&lt;p&gt;Whether you’re managing a small team or a complex network of users, this easy-to-follow video will surely supercharge your lead management.&lt;/p&gt;&lt;p&gt;Tune in now to master HighLevel automation!&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Key Takeaways:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Introduction (00:00)&lt;/p&gt;&lt;p&gt;Round-robin tagging with placeholder users (00:31)&lt;/p&gt;&lt;p&gt;Building workflow triggers (04:00)&lt;/p&gt;&lt;p&gt;Custom field vs. tags for data management (06:37)&lt;/p&gt;&lt;p&gt;Final tip (08:01)&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Additional Resources:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;- FREE snapshot and live call with Matt &lt;a href="https://www.hlprotools.com/free-snapshot" rel="nofollow"&gt;here&lt;/a&gt;&lt;/p&gt;&lt;p&gt;- Get a FREE Trial of HighLevel. This is an affiliate link, and I get commissions for purchases made through this link:&lt;a href="https://www.hlprotools.com/highlevel" rel="nofollow"&gt; here&lt;/a&gt;&lt;/p&gt;&lt;p&gt;- Join our Facebook Group&lt;a href="https://www.facebook.com/groups/agencysaas" rel="nofollow"&gt; here&lt;/a&gt;&lt;/p&gt;&lt;p&gt;- Subscribe to HL Pro Tools on YouTube&lt;a href="https://www.youtube.com/channel/UCbnB7xTLfT_QoX8kuBSG3ow" rel="nofollow"&gt; here&lt;/a&gt;&lt;/p&gt;&lt;p&gt;- Check out HighLevel guides and tutorials&lt;a href="https://www.howtohighlevel.com/" rel="nofollow"&gt; here&lt;/a&gt;&lt;/p&gt;&lt;p&gt;–&lt;/p&gt;&lt;p&gt;HighLevel Hot Takes is a dedicated podcast for everything HighLevel. From understanding how HighLevel works as a tool to the business side of things, we have it all covered here, one hot take at a time, so that you can move your business forward.&lt;/p&gt;&lt;p&gt;Follow us on your favorite podcasting platform so you never miss an episode!&lt;/p&gt;</description>

HighLevel Hot Takes

Matt Deseno

Using HighLevel Automation to Round Robin Leads (A Walkthrough)

SEP 2, 20248 MIN
HighLevel Hot Takes

Using HighLevel Automation to Round Robin Leads (A Walkthrough)

SEP 2, 20248 MIN

Description

Are you struggling with complex user assignments in HighLevel? You’re not alone, but there’s a better way to manage it all!

In this week’s episode of HighLevel Hot Takes, Tyler and I will guide you through using placeholder users and custom fields to streamline your process.

Get an inside look on how to create workflows that handle both weighted and unweighted user assignments, why custom fields are essential when managing data, how to set up triggers, and more.

Whether you’re managing a small team or a complex network of users, this easy-to-follow video will surely supercharge your lead management.

Tune in now to master HighLevel automation!


Key Takeaways:

Introduction (00:00)

Round-robin tagging with placeholder users (00:31)

Building workflow triggers (04:00)

Custom field vs. tags for data management (06:37)

Final tip (08:01)


Additional Resources:

- FREE snapshot and live call with Matt here

- Get a FREE Trial of HighLevel. This is an affiliate link, and I get commissions for purchases made through this link: here

- Join our Facebook Group here

- Subscribe to HL Pro Tools on YouTube here

- Check out HighLevel guides and tutorials here

–

HighLevel Hot Takes is a dedicated podcast for everything HighLevel. From understanding how HighLevel works as a tool to the business side of things, we have it all covered here, one hot take at a time, so that you can move your business forward.

Follow us on your favorite podcasting platform so you never miss an episode!