Get SuperRoundRobin Version 10 on the AppExchange! SuperRoundRobin Website
Get SuperRoundRobin Version 10 on the AppExchange! SuperRoundRobin Website
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Distribution Algorithms
9

Distribution Algorithms

Last Update 4 months ago
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?
Ed Ralph
Distribution Ratio and Lead Capping
Last Update a year ago
Match Existing Records
Last Update 6 months ago
Assign Within Business Hours Only
Last Update 2 years ago
Advanced: Reassign Idle Records
Last Update 2 years ago
Advanced: Using Capacity Models to Cap Assignment
Last Update 2 years ago
More About SRR QUEUED Records
Last Update 2 years ago
Award Bonus Records
Last Update a year ago
Using the Service Level Agreement (SLA) Feature
Last Update 6 months ago
Operational Mode: Load Balanced
Last Update 4 months ago

Other Categories

Getting Started
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.
16 articles and and other
Last Update 2 months ago
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.
24 articles and and other
Last Update 4 months ago
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 and and other
Last Update 6 months ago
General Administration
Permission Sets, Out of Office, Licenses... here are the things that aren't directly about the lead routing and assignment processes.
28 articles and and other
Last Update 12 hours ago