Advanced Round Robin Extension

Specify what ratio of leads each salesperson should get. Works with leads added via APIs too.

Built for: CRM Developed by: The CRM Carpenters
700+ Installs
  ( 14 )

The Advanced Round Robin extension improves on Zoho CRM’s built in round robin feature. It allows you to customise how many leads each salesperson should get, works with leads added via the API and allows personalised lead assignment notifications.

Key Features:

  • Allows you to customise how many leads each sales person should get. For example if one salesperson is a top performer, you might want to give them 80pc of the leads, whereas a part time rep should only get 20pc of the leads. Also, if you find you have an argument among salespeople as to who got assigned what lead, you can use our Round Robin History feature to see the truth.
  • Works with leads added via the API - the standard round robin doesn’t work with leads added via the API so you’re out of luck if you are using something like NinjaForms or Gravity Forms to capture leads from your website.
  • With personalised lead assignment notifications, you can specify which email address lead assignment notifications should go to.
  • Factors in converted leads: our assignment logic is based on how many leads each salesperson was assigned originally even if they subsequently assign the lead to someone else or convert the lead into a potential.

Tags

Deployment type Zoho platform
Published date Sep 20, 2017
Version 1.1
Latest Released date Aug 22, 2022
Category Customer Service
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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