Skip to content
Portal User Guide

Round Robin Lead Assignment

Round robin assigns each new lead to the next user in a rotation, so leads are shared evenly. Your company uses one of two setups:

  • Single rotation: one rotation for the whole company.
  • Round Robin Groups: several named rotations, so different lead types can go to different teams.

Set Up a Single Rotation

Section titled “Set Up a Single Rotation”

  1. Go to Settings > Users.

  2. In the Round Robin column, check the box for each user you want in the rotation. Each change saves right away.

    Company Users page with the Round Robin box checked for three of four users

  3. In the side nav, click Lead Sources.

  4. In the Default row or a lead type row, under Assigned User, select Round Robin.

    Lead Sources page with Round Robin selected as the Assigned User for one lead type

  5. Click Save SmartAsset Settings.

New leads for that row now rotate among the checked users, in order of email address. If no box is checked, leads rotate among all users.

Use Round Robin Groups

Section titled “Use Round Robin Groups”

With Round Robin Groups on, the Round Robin column no longer appears on the Users page, and your group names replace Round Robin in the Assigned User dropdown.

Create a Group

Section titled “Create a Group”

  1. Go to Settings > Users.

  2. In the Round Robin Groups panel at the bottom of the page, click Add New Group. The Add New Group window opens.

  3. In Group Name, enter a name, such as East Coast Team.

  4. Optional: In Badge Color, choose a color to tell groups apart.

  5. Under Users, check each user in the group.

  6. Click Save. The group appears in the Round Robin Groups panel.

    Add New Group window with Group Name, Badge Color and Users fields above the Round Robin Groups panel

Repeat for each group you need. A user can belong to more than one group. To change a group later, click its pencil icon; to delete it, click its trash icon.

Round Robin Groups panel showing two expanded groups and their members

Assign a Group

Section titled “Assign a Group”

  1. In the side nav, click Lead Sources.

  2. In the Default row or a lead type row, open the Assigned User dropdown.

  3. Under Round-Robin Groups, select the group.

    Assigned User dropdown listing user emails, Default User and two Round-Robin Groups

  4. Click Save SmartAsset Settings.

    Two zip code lead type rows, each assigned a different round robin group

New leads for that row now rotate among the group’s members.

Section titled “Related Guides”