improved
Contact List
Round Robin Settings for All Contacts or Only Unassigned Contacts 👤
What's New:
You can now choose whether the contact list should assign contacts through Round Robin for everyone or only for contacts that have not been assigned yet. 🔄
How to set it up:
- Click the pencil icon to open the contact list settings.
- Turn on the Round Robin option.
- Select the round robin users and select the lead source.
- Choose if you want it to apply to all contacts or only unassigned contacts.
- Click Submit to save your changes.
It helps your team stay organised so everyone receives contacts fairly without any manual work. 💼
Note: Only the super admin of the organisation can set up Round Robin.
