Editing
Round Robin Deal assignment
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Introduction == The '''Round Robin Deal assignment''' feature in ActiveCampaign is designed to streamline the distribution of deal assignments among users in your account. This feature is particularly important for teams that handle a high volume of deals, as it ensures an equitable distribution of workload. By using a rotating assignment method, every user gets a fair chance to work on new deals, which can help improve efficiency and morale among team members. Round Robin assigns deals based on a set of predefined criteria, maintaining an even number of deals across users in your account. This ensures that one user does not become overwhelmed while others have little to do. Understanding how to enable and configure this feature can significantly impact your sales strategy.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information