How To Use the Round Robin Feature in Workflows

Modified on Fri, 02 Dec 2022 at 02:55 AM

The Round Robin Feature in Workflows is useful for businesses with multiple users on their staff.  Round Robin assigns leads to users on a 1:1 basis. This allows all users (often salespeople) to be assigned leads in a fair and unbiased manner. 

Step 1: Create multiple users.  You need to have multiple users set up within the system in order for them to do a round-robin' assignment.

Follow the steps below to create multiple users.

  • Navigate to the Team Management section.
  • Click +Add Employee.
  • Fill in the user information.
  • Save.
  • Repeat the steps for all users.

NOTE: It is recommended to use the user's unique email, and phone number as these are going to be the methods of contact for the leads they are assigned to.

Step 2: Create a Workflow.  

  • For the Trigger of the workflow, select ‘Contact Created.’
  • For the action, select ‘Assign to User’ 

  • Select all of the users you want to be included in the Round Robin assignment.

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