Here’s a quick heads up on a great new feature within OpenCRM. The beauty of the concept is its simplicity.

It’s our round robin tool, allowing you to assign records as they come in by distributing them equally amongst your team. So if you have four sales people that deal with leads, over the course of the next 100 incoming leads, each sales rep will get 25 records assigned to them. This also works for Companies, Contacts and Helpdesk tickets. So if you have a number of support operators, you can be sure that the incoming tickets are equally distributed, and are always allocated meaning each one can be traced to the operator. This shares the load and means that no ticket gets overlooked as each operator thinks that someone else will be picking it up.  This is a real boost to a busy outfit bringing an element of democracy into the sometimes tricky task of the delegating of records and tasks

We have also added a tool whereby OpenCRM picks up on when someone on the agenda is on holiday, and automatically removes them from the round robin for the duration of the holiday period, ensuring that no record hangs in the balance until your revitalised sun-tanned colleague finally returns from the beach a week later!

For a detailed explanation on how this works please refer to our FAQ here:  http://opencrm.co.uk/crm-knowledgebase/kb1064265/How-do-I-set-up-OpenCRM%C2%A0to-assign-records-by-Round-Robin.html