Setup Round Robin for Leads

Step 1: Click the “Hi, Username” option in the top right corner. Select settings from the drop-down menu.

Step 2: Scroll down in your settings to find “Lead Queues”.

Step 3: Click on the “Edit” button.

Step 4: Enable the “Lead Owner Round Robin” permission by clicking on the toggle. After enabling the permission, Click the “update” button

Step 5: Click on the “Add Queue” button.

Step 6: Write the new queue name, type, subtype, and the users assigned to the queue.

Click “Save” to enable your round-robin for leads.

Note: The Round Robin can be selected based on various types, including "Day/Night shift," "Geolocation," "URL Form," "Lead Source," "Job Type," "State," and "City".

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