The Round Robin method: equal turns
Round Robin: each new client goes to the next employee on the list, then the turn goes back to the first. The simplest and fairest when the team is equal.
Lead distribution is a paid Add-on. If you can’t find it in your account, contact support to turn it on.
How it works
The assignees: A, B, C. Client 1 → A, client 2 → B, client 3 → C, client 4 → A.
The turn moves only among the employees who are eligible when the client arrives. An employee outside their working hours, or full, is skipped, and isn’t made up for later.
Each rule and each scenario has its own turn. Manual distribution through a rule moves that same rule’s turn, so the rotation stays in order.
When to use it
A real example
3 front-desk employees in Dammam with the same experience.
- A Round Robin rule for the three employees.
Each one gets one booking out of every three.