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.

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.

Watch video

In this video, we will show you how to set up Round Robin Assignment in Vtiger CRM in simple steps