How can I enable Round Robin auto-assignment of records in a webform?
Follow these steps to create a webform:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Automation section.
- Select Webforms.
- Open an existing webform or create a new one.
- To learn about creating a webform in detail, click here.
- Enable the Assign Users in Round Robin checkbox.
- Click on the space provided in Round Robin Users List.
- Select users or groups from the drop-down to assign records.
- Click Save.