How To Use the Round Robin Feature in Workflows

Modified on Fri, Dec 2, 2022 at 2:55 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.