Round robin is an automatic distribution method that you can use to evenly assign deals to your account users. Tasks cannot be assigned round robin.
To set up a round robin distribution of deals in your pipeline:
- Click “Deals” from the top menu and select your pipeline from the pipeline dropdown.
- Click the cog next to your pipeline name and select “Options.”
- Select “Round Robin” from the “Auto Deal Assignment” dropdown.
- Select “All users” or pick and choose from any of the users listed in the “Users” dropdown. You can select as many users as you like.
- Click “Save.”
Note: Round robin will not assign deals evenly unless the users selected have the same amount of deals assigned to them. For example, if User A has less assigned deals than User B, the Round Robin feature will assign deals to User A until both users have the same amount of deals. Once they have the same amount of deals, round robin will distribute deals evenly.