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.
Round Robin Assignment User’s Guide has been developed to assist management, system admin and users. This extension allows you to assign module record on basis of Round Robin Policy.
- Automatically applies Round Robin Assignment Policies rules based on predefined conditions
- Allows to equally distribute module records without having to manually assign to users using a rotation
- Round Robin Assignment Policies applies to All Users / Group
- Auto Assignment applies to online / offline users
- Allows to Record Field Updation once Round Robin Policy applies
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.