A queue is a group of potential assignees based on specific rules you set up.
An Assignee is a user to whom the meeting is booked for.
A Booker is the user who books the meeting.
Queue Types - 3 Algorithms:
1. Round Robin
This is the most common Queue type.
Meetings are assigned to users in the queue based on a flexible round-robin algorithm. The next assignee to receive a meeting (user with the fewest number of meetings) is highlighted. This is what your users will see.
Example: Prioritize based on territory
- Within a "Round Robin" queue, you can set up rules based on regions/territories using Salesforce fields. See example
2. Prioritize routing based on ownership
- If an account/lead already has an owner, you can prioritize the meeting assignment to that owner. Learn how you can set up this kind of queue
3. Group meetings
- Invite multiple users to the same meeting automatically. See an example of how you can do group meetings
Before you get your team on board, make sure you read the queue checklist