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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User Guide

Steps For Using Round Robin Assignment Features

Step 1

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

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Step 2

Open Administration page, Click on Round Robin Assignment from the Other section.

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Step 3

In Round Robin Assignment page, Click on the CREATE link.

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Step 4

Enter all values and click on “SAVE” button to save Round Robin Assignment record.

Apply Round Robin to Module ( Click on NEXT button to go to the next step )

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Additional Conditions

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Round Robin Applies to Users

If “Round Robin applies to” value is “All Users” then display all users as shown in below screenshot.

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If “Round Robin applies to” value is “Group” then display all users of group as shown in below screenshot.

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Record Field Updation (Click on the Save button to Save Record)

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Step 5

To update Round Robin Assignment record, click on the pencil icon as shown in the below screenshot.

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Step 6

If Round Robin Assignment Policy Configuration is set for only online User then User must need to enable ONLINE Mode. User can change status by clicking on ONLINE/OFFLINE button as shown in below screenshot.

For Example,
System has 3 Users. Out of 3 Users, 2 Users Enable ONLINE Mode.
In Round Robin Assignment Configuration, Select all 3 User for Round Robin Assignment Queue but it’s applies only those user who has enabled ONLINE Mode.

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Step 7

To delete one or multiple Round Robin Assignment records, you can select records using the checkbox option on the left hand side of the view. Click on DELETE to delete record(s).

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Step 8

Create case with Priority is “High” and Status is “New” as shown in below screenshot.

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Step 9

Once Scheduler Run for Round Robin Policy, If Criteria match then change “Priority” field value, assign that record to other users and update “State” and “Type” field value as defined in the configuration.

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