Répartition round-robin pour distribuer les leads équitablement
Configurez la répartition round-robin pour attribuer les rendez-vous entre commerciaux, agents ou spécialistes de façon équitable ou pondérée.
Commencer le guideRépartition round-robin pour distribuer les leads équitablement Ce guide pas à pas couvre tout ce dont vous avez besoin, des prérequis aux conseils de pro, pour que vous puissiez terminer le processus en 20 minutes ou moins. Parcourir tous les guides pratiques.
Ce Dont Vous Avez Besoin Avant Configurer la répartition round-robin
Assurez-vous d’avoir les éléments suivants prêts :
- At least 2 team members with availability set
- Service types that support round robin assignment
Comment Configurer la répartition round-robin
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.