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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