Round Robin

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

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