FAQs in this section
What are Vtiger Webforms? Which CRM records can I create using Webforms? How does a Webform function? What is Primary Module in Webforms? What is Return URL in Webforms? What are Webforms used for? How do I create a webform? How does User Assignment work in Webforms? How do I specify what fields to add to a webform? Can I test a webform before using it? How do I provide an option to upload documents through a webform? What do the options under Duplicate Handling in a webform mean? A Webform, when submitted, is not redirected to the return URL in a mobile browser. I do not want a mandatory field to display in a Webform. What should I do? How do I create an Autoresponder email to send to leads after Webform submission? When a record is created via a Webform, is an email sent to the Webform user? Can I modify a Webform's HTML code? What parameters must I maintain in the HTML code if I modify it? What happens if I make a webform's status Inactive? How do I get webform code? How do I display a Webform on my website? How do opt-in values in the CRM change on webform submission? Can I obtain consent through a Webform to send promotional emails to my contacts? How do I link an existing webform on my website with Vtiger? How do I integrate an existing Webform? What happens when a Contact submits a Webform without opting for email marketing? How do I update CRM records through webforms? How do Override values in Webforms work? What is the WebActivity module in Vtiger CRM? What is the WebActivity Timeline? What is Page Scoring? What is WebActivity Engagements? What are the benefits of Website Tracking? How do I enable Tracking? How do I convert visitors to Contacts? How do I enable Website Scoring? How do I access Website Score for a Contact? How do I install the Web Activity module? How do I enable Websense Tracker?
How do I enable Round Robin auto-assignment of records in a Webform?
Table of Contents
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.
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