How to set up and start using Round Robin Lead Assignment

Account Set Up

• Click here to create your account
• Choose an email address that is associated with the HubSpot account you plan to connect with Round Robin Lead Assignment
• Once you register, you will be redirected to the billing page

Connect Round Robin Lead Assignment to HubSpot

• As the Billing details are updated you will be redirected to a page to install the app into hubspot

Teams

• On the team dashboard, you will see all active teams
• Create a team by clicking on the 'create' button on the top right corner

Create Team

• Name the team under 'Team Name'
• Select the team members from the list at the left
• Choose the type of the team between 'Round Robin' or 'Weighted Round Robin'  

Time Off

Time off allows you to pause an agent from the object assignment over a set period of days without changing their active status. This is useful when an agent is on a vacation or taking time off for some reason.

• Click on Users (Apply Leaves) in the top center
• Click on 'Edit' in front of the rep you wish to pause from rotation
• Select the date that you wish to pause the agent from being assigned objects from Round Robin Lead Assignment
• Select the date that you wish the time off period to end, making the agent available to receive objects again.

Adding Round Robin Lead Assignment to a Workflow in HubSpot

RRLA will show up as a workflow action in HubSpot

• Navigate to Workflows in HubSpot
• Create a new workflow or select an existing workflow
• Click on the "+" icon to add a new action at the desired location within the workflow
• Scroll down to the action labeled "Round Robin Lead Assignment" or search for "Round Robin Lead Assignment" in the search bar in the "Choose an Action" window
• Select a team
• Click the Save button

You are all set. You may start to use Contact Assignment.