CRM glossary

What is round robin assignment?

Round robin assignment gives each new lead to the next rep in turn, so work is shared evenly — what it ignores is who is best placed to win it.

Round robin assignment, explained

Round robin is the simplest fair way to share leads. The first new lead goes to the first rep on the list, the second to the second, and so on, starting again at the top when everyone has had one. Nobody picks their favourite leads, and nobody waits all morning while a colleague gets every enquiry.

Its strength is also its limit. Round robin treats every rep and every lead as the same, so a senior closer and a new joiner get the same share, and a large B2B enquiry goes to whoever happens to be next. Teams usually refine it: weighting the rotation towards stronger closers, giving each lead to whoever has the fewest open leads, or routing by source, city or product before the rotation applies.

Whatever the rule, two things keep it working. Rotation should skip people who are away, so leads do not sit with someone on leave, and there should be a fallback owner, so a lead that matches no rule is never left without one. In DigiPix Flow, assignment rules can be fixed, round robin, weighted or least-loaded, with a fallback so every lead gets an owner.

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