Step-by-Step Guide to Configuring Lead Settings and Round Robin Distribution

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link highlighted in red.
• This will direct you to the settings configuration page for further adjustments.

Make sure to follow the next step to access "Lead Settings" for more specific configurations.

STEP 2: Click on "Lead Settings" to Access Company Configuration

• Navigate to the "Lead Settings" section in the sidebar.
• Ensure you are on the Company Settings page.
• Review the following input fields:
  • Company Name (*required)
  • Company Phone (*required)
  • Company Email (*required)
  • Company Website (optional)
• Click "Save" after entering the necessary information.

STEP 3: Select "Round Robin"

• Click on the "Round Robin" tab in the Lead Settings section.
• Ensure you are on the Lead Settings page.
• This action will allow you to configure the Round Robin settings for lead distribution.
• Look for any additional options or settings that may appear after selecting this tab.

STEP 4: Click to Enable "Round Robin" Feature

• Locate the "Round Robin" toggle switch in the settings.
• Click on the toggle to enable the Round Robin method for lead distribution.
• Review the information provided about the Round Robin method to understand its benefits:
  • Equal Distribution: Tasks are evenly shared among team members.
  • Sequential Assignment: Each task is assigned to the next team member in line.
  • Fair Rotation: Ensures balanced workloads and prevents overload.