FAQs in this section
Is there a way to assign deals automatically to sales reps?
What are assignment rules?
What is Least Loaded mode of auto-assignment?
I set up an assignment rule on deals but it did not work. What might be the problem?

What is the Round Robin mode of auto-assignment?

When you select Round Robin as the mode of assignment, the system assigns records in the following manner:
  • The first saved record is assigned to the first selected member,
  • The second saved record to the second selected member, and so on.
When the first round is complete, the assignment process restarts with the first member.

Here's an example:
  • Consider you have set up Round Robin assignment for Deals. You have selected members in this order: A, B, C, D.
  • Then, the first deal that is saved after the set up is assigned to A, the second one is assigned to B, the third to C, and the fourth to D. 
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