User Guide : Round Robin Assignment in Vtiger CRM
- Nandana mk
- 1 min read
Introduction
Round Robin Assignment in Vtiger CRM extension is a powerful tool, can automate assignments of CRM records, ensuring new customer inquiries, leads, or support tickets or any other module, evenly across selected team members.
Through Round Robin Assignment in Vtiger CRM, You can manage record assignments effectively while balancing workloads seamlessly, in simple steps.
Steps to Enable Round Robin Assignment
1. Create a new workflow.
2. Choose the Target Module (such as Leads, Tickets, or any relevant CRM record type) that you want to assign in a Round Robin manner.
3. Click on add action and select JB Round Robin.
4. Round robin is assigning as sequentially, Select the required users from the drop down list, save the task.
5. save the workflow to finalize your workflow settings.
6. Next let’s create some leads.
7. Now, let’s check the list view for how Vtiger Round Robin Assignment works. Here, you can see each new lead automatically assigned to the next available team member in the rotational sequence, can confirm balanced distribution and efficient workload management.
Conclusion
Implementing Round Robin Assignment in Vtiger CRM ensures fair and efficient record distribution among your team members. By automating the assignment process, you can reduce manual effort, improve response times, and maintain a balanced workload across your sales or support teams. Whether you’re managing leads, tickets, or opportunities, this feature helps streamline operations and enhance productivity.
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