For example: if an Organisation has 10 Telecallers/agents, so you received 100 new leads and you want to distribute the leads equally among them the CRM software will assign 10 leads equally to the agents.
How to set up Round Robin Queue?
To set up Round Robin Queue please follow the steps given below:
- Log in as Admin user
- Go to > CRM settings > Extensions > Round Robin Queue
- Click on Add Record on the top right corner of the page
- In the "Add Round Robin Queue" popup, Provide the "Name"
- Next, select the "Users" from the drop-down
- Click on the Save button
- To Edit the Round Robin list click on the "Edit icon"
- In the "Edit Round Robin Queue" popup Edit the fields
- Click on the Save button
- To Delete the Round Robin list click on the "Delete icon"