Table of Contents
- More Tutorials From the Community
- Step 1: Setting up a Round Robin event:
- Step 2: Adding Team Members
- Step 3: Distribution Logic
More Tutorials From the Community
Empower your team with Round Robin events, offering flexibility for invitees to choose a time with any available team member. Ideal for:
1. Linking leads with sales reps for intro calls and demos.
2. Pairing new customers with the client services team for onboarding and training.
3. Matching existing customers with a support team member.
4. Pairing candidates with recruiters for phone screenings.
TABLE OF CONTENTS
Related Article
Step 1: Setting up a Round Robin event:
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To create a Round Robin event, click on the Create Calendar icon on the Calendar Settings page and select “Round Robin” option
Step 2: Adding Team Members
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You can add multiple team members in the Round Robin calendars and distribute the appointments which would be scheduled amongst them using the distribution logic.
Step 3: Distribution Logic
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You can configure Round Robin automated meeting assignments in two ways:
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Optimize for availability
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Optimize for equal distribution
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Check this article to know more about the Round Robin Logic here
Setting User Priority in Round Robin Calendars
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