Reparto round-robin para distribuir leads de forma equitativa
Configura la asignación round-robin para repartir citas entre vendedores, agentes o especialistas de forma equitativa o ponderada.
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Lo Que Necesitas Antes de Configurar reparto round-robin de citas
Asegúrate de tener lo siguiente listo:
- At least 2 team members with availability set
- Service types that support round robin assignment
Cómo Configurar reparto round-robin de citas
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.