Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Using round robins for sales teams

Anytime there is more than one user working opportunities, creating a round robin can assist in the automated assignment of new opportunities.

For this recipe, we are going to build a round robin for two sales reps that automatically assigns new opportunities one at a time when someone has submitted a web form on our website.

Getting ready

In addition to being logged in to Infusionsoft and inside a specific account, we need:

  • Both sales reps' user accounts created

  • A campaign with the website's web form

How to do it...

  1. Hover over the main navigation and click on Settings in the CRM column:

  2. In the left menu, click on Round Robins:

  3. In the upper-right of the page, click on the Add Round Robin button:

  4. Give the round robin a name, click on the One record per round option, and click on the green Save button:

  5. Type 1 next to the two sales reps who are in this round robin; click on the green Save button:

  6. Navigate to the campaign containing the web form on our website and open...