Rules
Several rules can be adjusted for meeting distribution. As a Master Admin, these rules can be adjusted under: Workspace Settings > Calendar & Round Robin > Round Robin
- Credit back assignee if a meeting is marked as a no show. See how you can start managing no shows for your team
- Credit back assignee if a meeting is canceled
- Allow re-assignment on events (old assignee is credited back a meeting)
- Meeting count - the round robin algorithm counts resets by default each month. This can be modified to maintain a continuous count
Weights
Change rules of distribution with weights for each assignee:
How weights work: to allocate a greater distribution of meetings to certain reps, make there weight percentage more than 100% while maintaining the reps who should be receiving less meetings at 100%
Example: if for the month Mary, Joe, and Stacy have the following respective weights: 200%, 100%, 100% for the month and 60 completed meetings were booked for them - for the month - in total, the distribution would be as follows: 30, 15, 15. Mary is receiving 2x the meetings allocated to Joe and Stacy.
Pro tip: if you change weights midway through your cycle, make sure to make a note of it otherwise it will be harder to keep track of your meeting distribution
Note: We do not take weighting into account when a prospect is routed through queues for prospects who didn't take action.
Combine round robin rules across queues
The round robin counter can be attributed across several queues. You can adjust this under: Workspace Settings > Calendar & Round Robin > + Add Grouping
For instance, if you have a round robin queue with North American - Enterprise accounts with Mary, Joe and Stacy and Canada - Enterprise accounts with Mary, Joe and Mike but you want to distribution to be fair across the two groupings then you can create a special grouping as follows:
Give your grouping a name and save
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