Congratulations! You've just installed SuperRoundRobin and you're about to make your life a whole lot easier for you and your colleagues in the Sales and Support Teams. Find the fundamentals of setting up SuperRoundRobin here, whether it is for Leads, Cases, or any Standard or Custom Object.
15 articles Ed Ralph and Vicki
Routing & Segmentation
How to set it up to segment records. Could be that you want to assign the records to a single team, or multiple teams. Maybe leads to go a screening team, then once qualified go to sales agents. Or maybe cases get escalated and need to go to a specialist team. Find example scenarios and how to set them up here.
22 articles Ed Ralph and Vicki
How leads should be distributed to the team. Pure round robin? Or maybe your senior reps should get a higher ratio? Limit new leads to your newer agents?
7 articles Ed Ralph
Bad and Duplicate Leads
A sales rep received a dud lead? Or maybe someone got a lead that corresponds to an existing account, or contact. See how to deal with these things here.
2 articles Ed Ralph and Vicki