Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
A Better Way to Distribute Leads Fairly
The meaning of “round robin” is commonly used in sales terminology. It is a method of choosing all elements in a group equally in some rational order, usually from the top to the bottom of the list, and then starting again at the top of the list and so on.
The Round Robin Assignment add-on allows you to equally distribute new Lead/Prospect records in SuiteCRM without having to manually assign them to your sales team.
Round Robin Assignment Rotation
- Lead 1 goes to Sales Rep 1
- Lead 2 goes to Sales Rep 2
- Lead 3 goes to Sales Rep 3
- Lead 4 goes to Sales Rep 4
- Lead 5 goes to Sales Rep 5
- Lead 6 goes to Sales Rep 1 (notice the rotation?)
- Lead 7 goes to Sales Rep 2
- Lead 8 goes to Sales Rep 3
- … and so on
NOTE: This example will be for Leads, but the same concept applies to any modules of SuiteCRM.
Round Robin Assignment is an automatic tool based on specific conditions or rules set for SuiteCRM fields.
This distribution method is very useful for companies that need to assign large amounts of leads and prospects to team members.
- Easy to use interface
- Supports all standard and custom SuiteCRM modules
- Easy adjustable header
- Fully customizable - supports any number of fields
- Supports related module fields
- Module Manager compatible
- Available on SuiteCRM Store
See more about how it works in our User Guide
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