Round-Robin-Terminplanung einrichten, um Leads gleichmäßig zu
So richten Sie Round-Robin-Terminplanung für Vertriebsteams ein, jeder Lead wird fair verteilt, jeder Mitarbeiter ausgelastet.
Anleitung startenRound-Robin-Terminplanung einrichten, um Leads gleichmäßig zu Diese Schritt-für-Schritt-Anleitung behandelt alles, was Sie benötigen, von Voraussetzungen bis hin zu Profi-Tipps, damit Sie den Prozess in 20 minutes oder weniger abschließen können. Alle Anleitungen durchsuchen.
Was Sie Vor Round-Robin-Terminplanung einrichten Brauchen
Stellen Sie sicher, dass Sie Folgendes bereit haben:
- At least 2 team members with availability set
- Service types that support round robin assignment
Wie Man Round-Robin-Terminplanung einrichten
6 steps · 20 minutes
Create a round robin service
Add a new service and set the assignment type to 'round robin' instead of 'specific provider.'
Add team members to the pool
Select which staff members participate in the round robin rotation.
Include at least 3 team members for effective distribution.
Choose the distribution method
Select 'equal distribution' for even assignment or 'availability-based' to factor in who has the most open slots.
Set priority rules
Optionally weight certain team members higher if they should receive more bookings based on experience or capacity.
Configure notification preferences
Set whether assigned team members receive instant notifications or a daily summary of their upcoming appointments.
Test the rotation
Book 3-4 test appointments and verify they are distributed across different team members according to your rules.
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When this isn't for you
This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.