In this article, you will learn:
What is meant by round-robin in Pipeline manager?
When the deals are auto-assigned to the agents by their turn in a circular schematic progression it is referred to as round-robin. For example, if there are 3 agents; A1, A2, A3. The first deal card in the pipeline is assigned to A1, second is assigned to A2, third is assigned to A3, again fourth is assigned to A1, fifth to A2, and so on in the same order.
How is round-robin useful?
Suppose you are the owner of the agency and you are providing an additional benefit on closing a deal. Every agent would try to grab as many deals as possible switching the deals to the personal Pipeline. However, it is important to give a fair chance to all agents. So, we added this useful feature which enables you to place an equal opportunity for all agents, by distributing equal deals among all.
How to set up Round Robin for the pipeline?
- Make sure you have signed in as admin.
- Go to the pipelines module, click on the Shared tab.
- Click the 3 dots icon and select Settings.
- You will find Setup round-robin for the pipeline segment. In this segment, select pipeline, select all participating agents under the select agent category and click Update.
Note: This feature is available for each pipeline and the deals are auto mapped to the agents.