Efficient lead distribution ensures that every team member has an equal opportunity to engage and convert prospects. The Round Robin feature in Agent CRM automates this process, assigning new leads to users in a balanced and systematic way. Here’s a step-by-step guide to setting it up.
Why Use Round Robin for Lead Assignment?
The Round Robin method offers several benefits:
- Fair Distribution: Ensures leads are assigned evenly across your team.
- Time Savings: Automates lead assignment, freeing up time for more critical tasks.
- Improved Team Morale: Balances workloads and prevents lead hoarding.
Step-by-Step Guide to Setting Up Round Robin
-
Log In to Agent CRM
- Access your dashboard and navigate to the Settings section.
-
Create or Edit a Workflow
- Go to Automation and open the workflow where you want to enable Round Robin lead assignment.
- If you don’t have a workflow yet, click + Create Workflow to start from scratch.
-
Add a Lead Assignment Action
- In your workflow editor, add an Assign to User action.
- Choose the Round Robin option from the assignment methods.
-
Select Users for Round Robin
- Add the team members who will be part of the Round Robin distribution.
- Ensure all users have their profiles set up under Settings >> Team Management.
-
Test the Workflow
- Run a test to ensure leads are being assigned correctly and evenly among the selected users.
-
Activate Your Workflow
- Once you’ve confirmed that the Round Robin setup is working as expected, activate the workflow. Leads will now be automatically assigned to users as they come in.
Pro Tips for Using Round Robin
- Monitor Assignments: Periodically review the distribution to ensure no user is overwhelmed or underutilized.
- Set Up Notifications: Enable notifications for users so they’re alerted when a new lead is assigned.
- Combine with Tags: Use tags to segment leads based on campaigns or sources for more targeted assignments.
For additional insights on managing your team effectively, explore Adding Team Members to Agent CRM.
Learn More
Check out these related resources to maximize your Agent CRM experience:
- Automate Your Insurance Business
- Importing Leads with Agent CRM: Step-by-Step Guide
- Keeping Your SMS Communications Compliant with Agent CRM
Also be sure to check out our Youtube Channel for more resources: