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Automate User Assignments with Vtiger CRM’s Round Robin Extension

Managing customer assignments can be challenging, especially when you want to balance workloads and ensure that every team member has an equal chance to interact with customers. Vtiger CRM’s Round Robin Extension is a best extension, providing an automated solution that can distribute customers across your team equally without any hassle. 

What is the Round Robin Extension?

The Round Robin Assignment Extension is an automatic assignment functionality within Vtiger CRM. It is created to distribute new customer inquiries, leads, or support tickets equally among your 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.

In this extension, managers can monitor the status field and also identify the performance of the users. For example : status is ‘’open’’ or ”closed”

 When you enable Round Robin Extension, it automatically assigns each incoming customer to the next available representative in a circular sequence.

For example: As an administrator, if you have hundred new leads for five sales representatives, you would want to divide out all the new leads equally among the five sales representatives. So, each representative  get exactly 20 lead records. This  rotation continues according to the  incoming leads.

Why Round Robin? Common Pain Points Solved

  • Manual Assignment difficulty: The hassle of manually distributing leads or tickets is eliminated. 
  • Workload Imbalance : Overloading work for specific representatives surely leads to burnout and inefficiencies. This ensures that every team member receives equal number of  works and it helps to create a healthy work environment.
  • Reduced Response Times :The delay and overlook  of assignments increases response time and it directly impacts  customer satisfaction. Automated assignments mean leads or inquiries are delivered to representatives immediately, ensuring follow-ups.

The Round Robin Extension is a must-have for businesses. By using this extension, it helps to reduce the risk of overload, improves response times, and enhances overall team productivity. For managers, 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.

You can setup Round Robin assignment extension by following our user guide :

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