Why do it:
By enabling rotation, the system will automatically assign new leads sequentially to the selected users, ensuring fair distribution.
Procedure
1. Access the Automatic Assignment settings section.
2. If you have not yet defined an assignment criterion, click the Add Criterion button to create a new rule block.
3. In the newly created or modified criterion block, set the desired Assignment Criterion (for example, "Based on lists").
4. Define to whom the leads should be assigned:
- In the field To which users do you want to assign these leads?, select one or more specific users.
- In the field To which roles do you want to assign these leads?, select one or more user roles.
5. In the User Rotation field, check the box next to the option Assign in rotation.
Once saved, leads that meet the defined criteria will be assigned in rotation among the selected users and roles.
