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Distribute Round Robin is the type of distribution where the prospects are directly assigned to a group of agents and the assignment is decided on the basis of a round robin order
If there are 3 agents in an org
Agent 1 - Took the most recent lead
Agent 2 - Took the Second most recent lead
Agent 3 - Took the Third most recent lead
Leads A, B, C & D are distributed among them. According to Round robin rule
Agent 3 will get Lead A
Agent 2 will get Lead B
Agent 1 will get lead C
Agent 3 will get Lead D
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The distribution group selected within the campaign determines which agents will be able to take the leads
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When a lead is assigned, a green toaster will be displayed on the bottom right corner
If the user is on any page other than inflow, clicking on the green toaster will redirect the user to Inflow and display Lead details of the newly taken lead on the right side
While posting a lead via Distribute Round Robin, the result for the post will contain a Prospect ID and an Application ID since the prospects are directly assigned to the agents immediately after distribution
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When the Lead Availability button is turned On
the logged in user can take any leads available
When the Lead Availability button is turned Off
no New Leads button will display for the userA lead may not be successfully distributed via Round Robin
The agent does not match the filter conditions in the distribution group
The agent does not match the distribution filters in User Registration (see User Registration for more details)
If the prospect (lead) is not distributed successfully, it ends up on the Lead Exception page and on inflow in the Unassigned Leads section
While posting a lead via Distribute Round Robin, the result for the post will contain a Prospect ID and an Application ID since the prospects are directly assigned to the agents immediately after distribution
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When the Lead Availability button is turned On
Lead can be disbrituted to the logged in user when leads are availavble and the logged in user is a qaulified agent
When the Lead Availability button is turned Off
Lead will not be distributed to the user even the user is a qualified agent