The Ultimate Round Robin Knowledge Base for Sales Teams
Round robin assignment resources for sales teams
Fairly assigning leads, accounts or opportunities to sales reps is how sales teams manage ownership throughout the customer lifecycle. In most cases that means you set up round robin sales assignment, usually implemented in Salesforce or other CRM.
Round robin sounds simple at first - you just assign each new thing to the next person in a list. But the reality is a lot more complex. So we've created this round robin knowledge base to help you navigate a round robin process in your sales organization. Whether you're starting from scratch and need a basic round robin definition, or you're an experienced sales leader and want to perfect your load balancing, this guide can help.