Round-robin assignment hands new leads, opportunities or support cases to the people in a group in turn: the first record to Ayşe, the second to Mehmet, the third to Elif, the fourth back to Ayşe.
Other assignment methods
- Least busy: the record goes to whoever has the fewest open items.
- Rule-based: criteria such as city, industry or product decide the person or team.
- Manual: a manager assigns.
Why it matters
Fast first contact improves conversion. Automatic assignment stops records sitting without an owner and spreads the workload fairly.
In CRModular
Assignment groups support Round Robin, Least Busy, Random or Manual. Territory routing rules run first; leads, accounts, opportunities and cases that arrive without an owner are assigned by these rules.