Accessing the Automation Tab

1. Navigate to Campaign Workflows

Start by going to the Automation tab within the CRM. Once there, locate and enter the Campaign Workflows folder. This area houses the automation rules and settings for your campaigns.

2. Assignment Settings

Within the campaign workflows, you'll find the Assigned to Users section. By default, opportunities or deals are assigned to the first user registered in the CRM – essentially, the person who signed up for our service. This default setting ensures that there is always a direct point of contact for each opportunity.

Modifying Assignment

1. Add Team Members

Before adjusting the assignment, ensure you have added all necessary team members, VAs, or other personnel to the system. Adding users might be covered in a separate guide or video tutorial.

2. Change the Assigned User

To change who an opportunity is assigned to, simply select a different user from the list. This can be done with ease, ensuring that the most appropriate person or team is handling each lead.

3. Implementing Round Robin

The round-robin feature allows for the equitable distribution of leads among your team. This can be set up to distribute leads:

• Equally: Each team member receives the same number of leads.
• Unevenly: Allocation is based on specific criteria or percentages that you can customize according to team capacity or expertise.

To activate round robin, choose the option to split traffic either equally or unevenly and adjust the distribution settings as needed.

Summary

By following these steps, you can efficiently manage the assignment of opportunities or deals within your CRM, ensuring that leads are evenly distributed among your team members or assigned to specific individuals based on your operational needs. This guide provides a foundation for customizing lead management processes to fit the unique structure and requirements of your team.