Description
Managing customer assignments can be challenging, when you want to balance workloads and ensure that every team member has an equal chance to interact with customers. The Round Robin Extension is an automatic assignment functionality within Vtiger CRM. It is created to automate assignments of CRM records, ensuring new customer inquiries, leads, or support tickets or any other module, evenly across selected team members. So this can ensure that every representative gets a fair share of assignments, preventing workload and allowing you to maximize productivity. This removes the manual effort which is required in distributing leads, helping teams to stay organized and managers also can keep track of their business.
When you enable Round Robin Extension, it automatically assigns each incoming customer to the next available representative in a circular sequence. In this extension, managers can monitor the status field and identify the performance of the users. For example : status is ‘’open’’ or ”closed”. It saves the time and effort involved in manual assignments, helps to keep track of business and allows them to focus on strategy and oversight.
