Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 > App Setup Administration > Lead Distribution > Distribution Rules  tab> Add Rule
  • 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

...