Round Robin is a way in which incoming records are distributed internally.

for example:

If you have 4 Users, and you have an incoming batch of 100 new Leads, applying the Round Robin function means that each of the Users will have 25 new Lead records assigned to them.

This is a good way of dividing a workload equally in your team.

You can get your OpenCRM system to assign new records to users on a round robin basis. This means that new records from the following modules will be evenly distributed among your system users that are signed up to round robin:

• Companies
• Contacts
• Helpdesk
• Leads

There is a further setting to account for Users on holiday  - the round robin will system recognises when a  User is on holiday if this is set on his or her record, and they will be omitted from the round robin for that holiday period.

There are two stages to setting up the round robins, setting up the system to use round robin, and setting up the users to be part of the round robin.

Setting the system to use round robin

• Go to the settings section of OpenCRM
• Click additional settings under the configuration section of settings
• Scroll down to Round Robin Settings
• You will see the following options:

• Select the module(s) you wish the round robin to be used on
• Save the settings

If you enable the "Exclude personnel on holiday from Round Robin" option, you will need to ensure that your OpenCRM users are linked to personnel records.

Setting users to be part of a round robin

 When editing a user account, there will be the following block at the bottom of the edit screen:

This gives you the option to select which modules a user is entered into the round robin for.  Only system administrators can edit these.

Once the system is set up to use round robin to assign records, and users are set up to be part of a round robin, records will then be assigned by the round robin selection.

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