Zenroute Round Robin Assignment | Balanced Lead Distribution Made Easy

Introduction

This tutorial will guide you through the process of using Zenroute's Round Robin Assignment feature in Salesforce. This feature helps in distributing leads, accounts, and contacts evenly among team members, enhancing productivity and ensuring timely responses. By following these steps, you can set up and manage Round Robin assignments effectively.

Step 1: Access the Round Robin Section

• Open Zenroute in your Salesforce environment.
• Navigate to the Round Robin section to begin setting up your assignment rules.

Step 2: Create a New Round Robin Rule

• Click on Create New to open the Round Robin creation model.
• Enter a name for your Round Robin rule.
• By default, the rule will be active. You can choose to set it inactive if you want to configure it without it being accessible to users immediately.
• Select the object you want to apply the Round Robin to: leads, contacts, or accounts.
• Add the users who will participate in the Round Robin rotation.
• You can enable or disable individual users for assignment as necessary.

Step 3: Manage Your Round Robin Rules

• Once your rule is set up, it will be listed in the Round Robin section.
• Here, you can:
  • Edit the rule.
  • Change its active status.
  • Update the selected object.
  • Manage the assigned users.

Step 4: Implementing the Round Robin Assignment

• Navigate to the Routing Rules section.
• Update an existing routing rule to switch from a specific user to the Round Robin assignment.
• When a new lead is created or updated, Zenroute checks the routing rules and assigns the record to the designated user based on the Round Robin sequence.

Step 5: Create a New Lead for Testing

• Go to the leads section and create a new lead (e.g., named Philip Martinez).
• Fill in the necessary details for the lead.
• After saving, observe that the lead record is automatically assigned based on the Round Robin rules you established.

Step 6: Monitor Assignment Logs

• Click on the Reports tab and select the Zenroute Logs report.
• You can search records using the record ID for quick access.
• Sort the records in descending order to review the latest assignments, ensuring that your Round Robin assignments are functioning correctly.

Conclusion

By following these steps, you can effectively set up and manage Round Robin assignments with Zenroute, ensuring a balanced distribution of leads and enhancing your team's efficiency. For further optimization, consider exploring additional features of Zenroute and integrating them into your workflow. Don't forget to check out Zenroute on the Salesforce AppExchange for more tools to streamline your operations.