Evenly distributing leads is important for your sales team, so they have a fair share of opportunities. You can assign your leads’ replies to auto messages round robin style so that your available teammates receive them evenly.
Note: If you turn on round robin for replies to your auto messages, it will assign them in a circular manner and in alphabetical order to available teammates.
Opt out of round robin
Teammates can temporarily remove themselves from the round robin by turning on ’away mode’. If a teammate comes back from ‘away mode’ or newly adds themselves to the rotation, they’ll have to wait until their turn comes around in the round robin queue before they receive a new reply.
Note: You need to have Messages and Respond Standard to assign replies to auto messages round robin style. You can also assign new inbound conversations and leads qualified by Operator round robin style.
Assign replies to auto messages
Then, choose ‘Assign by round robin’ to evenly assign conversations to everyone on the chosen team:
Pro tip: You should assign replies to auto messages on your key purchasing web pages to your sales team round robin style. For example, if you set up an auto message to appear on your pricing page, you should assign replies for this to your sales team. Use saved replies respond quickly and increase your chances of having a conversation with your lead and converting them.
Turn on ‘away mode’ to opt out
You can also turn on ‘away mode’ for your teammates in teammate settings if they forget to turn it on while they’re out of office:
This will remove them from all round robin assignments, ensuring that your leads’ replies route only to available teammates who can answer them quickly.
- You should send your new users a welcome message, then create a rule that evenly assigns any user that replies and doesn’t have an owner.
- You can automatically capture and qualify your leads with Operator, so your sales team has a constant, fresh source of leads.
- Once you get assigned a new lead or user, learn how to nurture them using Smart Campaigns.