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 Settings > App Setup > Lead Distribution > Distribution Rules > 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

Setting Priority Within a Team

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

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