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Infusionsoft Cookbook by Paul Sokol

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Using round robins for sales teams

Anytime there is more than one user working opportunities, creating a round robin can assist in the automated assignment of new opportunities.

For this recipe, we are going to build a round robin for two sales reps that automatically assigns new opportunities one at a time when someone has submitted a web form on our website.

Getting ready

In addition to being logged in to Infusionsoft and inside a specific account, we need:

  • Both sales reps' user accounts created
  • A campaign with the website's web form

How to do it...

  1. Hover over the main navigation and click on Settings in the CRM column:
    How to do it...
  2. In the left menu, click on Round ...

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