by Variance InfoTech Pvt Ltd

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.

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Installation Guide

Steps For Installing Round Robin Assignment Plugin

Notes: Before installing Round Robin Assignment Plugin, please take your SuiteCRM and Database backup first.

Step 1

To open the Administration Page, Click on the Admin tab as shown in below screenshot.


Step 2

To install Round Robin Assignment plugin, Click on Module Loader from the Developer Tools section.


Step 3

In the Module Loader Page → Click on the Browse Button to select zip file → Click on UPLOAD Button to upload the Round Robin Assignment Plugin(zip file).


Step 4

In the Module Loader page → Click on INSTALL Button to install Round Robin Assignment Plugin.


Step 5

To accept the Terms and Conditions, click on Accept Radio Button → Click on COMMIT Button.


Step 6

After successful installation → it's redirects you to validate License Key → enter valid License Key and click on VALIDATE Button → if key is valid then it will show CONTINUE Button → click CONTINUE Button.


Step 7

Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.



Step 8

After Installation you can see the link “Round Robin Assignment” on the Administration page as shown in the below screenshot.


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