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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

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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 >  > Users > Teams
  • Click the number in the "Users Assigned" column next to the Team you want to set User priority for
  • Click the black up/down arrows as needed

Users at the top are higher priority than Users at the bottom.  Image Removed

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