Account Manager Round Robin Queue

Round-robin is a method of lead distribution whereby leads are distributed among a group of account managers by the order in which they were received. For example, without additional conditions, if there were 2 reps the first lead would go to the first rep, the second lead would go to the second rep, the third lead would go to the first rep, the fourth lead would go to the second rep and so on.

The following page shows the management interface that allows you to select those account managers who will participate in ‘Round Robin’ assignments (all or a subset).

This also allows you to select three options of ‘Never’, ‘Always’ or ‘User Choice’ for this Round Robin. In addition you can check the box that only assigns a lead “IF” the account Manager in question is logged in at the time.





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