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!
== Configuration options and settings == When configuring the '''Round Robin Deal assignment''', you will encounter several significant options that dictate how deals are assigned: * '''Assignment Method''': Choose between two methods: * '''Round Robin''': Assigns deals based on who has the oldest date of last deal assignment. * '''Round Robin Deal Value''': Assigns deals aimed at keeping the total deal values approximately equal among users. * '''Group Access''': Select the user groups that will have access to deal assignments for the selected pipeline. * '''Users Selection''': A dropdown to select individual users within the chosen groups who will be eligible to receive deals. By effectively utilizing these configuration options, you can enhance your deal assignment 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