Get SuperRoundRobin Version 10 on the AppExchange! SuperRoundRobin Website
Get SuperRoundRobin Version 10 on the AppExchange! SuperRoundRobin Website
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Routing & Segmentation
23

Routing & Segmentation

Last Update vor 5 Tagen
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.
Ed Ralph and Vicki
Advanced: Multi Stage Sales Processes
Last Update vor 2 Jahren
Web To Lead Testing
Last Update vor 2 Jahren
Fundamental: Route Leads and Other Records Using MatchRules
Last Update vor 10 Monaten
Fundamental: Web to Lead Setup
Last Update vor 2 Jahren
Match Existing Records
Last Update vor einem Jahr
Fundamental: Adding Fields to the MatchRules 'Field' Lookup
Last Update vor 2 Jahren
Change Default Behaviour
Last Update vor einem Jahr
Route Leads Based on Day of Week
Last Update vor 2 Jahren
Advanced: Apply SuperRoundRobin to any custom object or standard object
Last Update vor 2 Monaten
Assign to a Queue if SuperRoundRobin doesn't assign the record
Last Update vor 2 Jahren

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 vor 10 Tagen
Distribution Algorithms
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?
8 articles and other
Last Update vor 9 Tagen
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 vor einem Jahr
General Administration
Permission Sets, Out of Office, Licenses... here are the things that aren't directly about the lead routing and assignment processes.
26 articles and and other
Last Update vor 9 Tagen