Your team will never think that leads are unfairly distributed again with our automatic round-robin assignment mechanism.
Nutshell's lead distribution rules can be set up for round robin user assignment.
All users who should be part of the round robin assignment need to be added to a team under Setup > Users & Teams in Nutshell.
After the team has been created, you can assign lead distribution rules to a team.
- Click Setup > User assignment
- If you have set up assignment rules already, click Then assign the lead to… and choose your desired team. If you are creating a default user assignment for all leads (without any rules in place), or you are creating a catch-all for leads that don't meet your user assignment criteria, select a team under the Default User Assignment drop-down.
- Check the Round-robin to members box