Managing customer assignments can be challenging, especially when you want to balance workloads and ensure that every team member has an equal chance to interact with customers. Round Robin Assignment for VTiger is a best extension, providing an automated solution that can distribute customers across your team equally without any hassle.
The Round Robin Assignment for VTiger is an automatic assignment functionality within Vtiger CRM. It is created to distribute new customer inquiries, leads, or support tickets equally among your team members. So this can ensure that every representative gets a fair share of assignments, preventing workload and allowing you to maximize productivity. This removes the manual effort which is required in distributing leads, helping teams to stay organized and managers also can keep track of their business.
In this extension, managers can monitor the status field and also identify the performance of the users. For example : status is ‘’open’’ or ”closed”
When you enable Round Robin Assignment for VTiger, it automatically assigns each incoming customer to the next available representative in a circular sequence.
For example: As an administrator, if you have hundred new leads for five sales representatives, you would want to divide out all the new leads equally among the five sales representatives. So, each representative get exactly 20 lead records. This rotation continues according to the incoming leads.
The Round Robin Assignment for VTiger Extension is a must-have for businesses. By using this extension, it helps to reduce the risk of overload, improves response times, and enhances overall team productivity. For managers, it saves the time and effort involved in manual assignments, helps to keep track of business and allows them to focus on strategy and oversight.
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