Setup Round Robin for Leads

Looking to automate lead distribution in SubcontractorHub? Follow these steps to enable and set up Lead Queues with Round Robin assignment, helping you route leads efficiently based on shift, location, source, and more.

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.