STEP 1: Click on "Round Robin" to Access Task Distribution Information

• Navigate to the "Round Robin" tab located at the top of your screen.
• Click on the highlighted "Round Robin" link to view detailed information about task distribution methods.
• Review the provided explanation on the Round Robin method, which outlines how tasks are evenly distributed among team members.
• Explore additional options or settings related to task assignment and workload management that may be available on this page.
• Utilize this information to ensure balanced workloads and prevent overload among your team.

STEP 2: Click on "Round Robin" Tab to Access Settings

• Locate the "Round Robin" tab on the Lead Settings page.
• Click on the tab to view detailed information about the Round Robin method, which includes:
  • Equal Distribution: Understand how tasks are evenly distributed among team members.
  • Sequential Assignment: Learn how tasks are assigned in a specific order.
  • Fair Rotation: Discover how this method ensures balanced workloads.
• Review the example provided for practical application: tasks are assigned to Agent A, then B, and C.

This will help you effectively manage your team's workload.

STEP 3: Toggle the Round Robin Option

• Locate the Round Robin toggle switch within the Lead Settings section.
• Click on the toggle switch to activate the Round Robin method. This will enable equal distribution of tasks among team members.
• Review the information provided on the right side of the screen to understand the benefits of using the Round Robin method, including equal distribution, sequential assignment, and fair rotation.
• Ensure that the toggle is set to the "ON" position, indicated by a filled circle, to confirm activation.

This setup will help streamline task assignments effectively.