Round-robin lead distribution auto-assigns new leads to agents on a random basis. If a lead signs up on your site, without a specification for an agent, auto-assignment can be turned on to assign that lead to an available agent within the system.

Turning on Auto-Assignment

  1. Settings > Configurations > Leads
  2. Under Lead Assignment, check the box "Auto-Assign Leads?"
  3. Save Settings

Agents required to accept leads - click here to view how agents can be required to accept leads within a specific time limit.