Round Robin Team Distribution

Leads may be distributed to a team in Round Robin fashion through a Distribution Rule. To distribute leads Round Robin to a Team do the following: 

• Go to to Settings > Administration > Lead Distribution > Distribution Rules tab
• Select the round robin to team option and the Team you'd like to send leads to
• Next, create an Automation campaign and use the Distribute Lead action in Step 2
• Select the Distribution Rule radio button and the Distribution Rule in the drop down

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Leads may be distributed in Round Robin fashion to Users. When distributing to Users within a Team it may be necessary to set the priority of the Users. To change priority do the following:

• Go to Settings > Administration >  > Teams
• Click the number next to the Team you want to set User priority for
• Click the black up/down arrows as needed

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