FAQs in this section
How do I create an Autoresponder email to send to leads after Webform submission? How do I display a Webform on my website? Can I modify a Webform's HTML code? I do not want a mandatory field to display in a Webform. What should I do? A Webform, when submitted, is not redirected to the return URL in a mobile browser. How do I link an existing webform on my website with Vtiger? Can I obtain consent through a Webform to send promotional emails to my contacts? What is Primary Module in Webforms? When a record is created via a Webform, is an email sent to the Webform user? What parameters must I maintain in the HTML code if I modify it? What happens when a Contact submits a Webform without opting for email marketing? How do Override values in Webforms work? What are Vtiger Webforms? How do I integrate an existing Webform? How do I update CRM records through webforms? Which CRM records can I create using Webforms? How does a Webform function? 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? What happens if I make a webform's status Inactive? How do opt-in values in the CRM change on webform submission? How do I get webform code?
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.
Was this FAQ helpful?
0 out of 1 found this helpful.
Be the first to comment