Are you tired of assigning tasks to the team members manually every day? Do you want to automate the task assignment process? If yes, then our latest and most useful extension” The Round Robin Extension” is best for you.
Through this extension Vtiger allows you to assign a task, lead, or ticket to an individual or team. You can assign a task to a team member by setting a condition. Based on this condition Vtiger will automatically assign that lead or ticket to the specified user. Vtiger will send an email to the specified team member.
If you want to automate user assignment tasks contact VTDEV now and avail our best and most affordable packages for conjuring and setting up this extension for your Vtiger CRM
If you have installed our Round Robin Extension for Vtiger. Read the step-by-step guide below to utilize it and assign records in seconds.
After successfully installing the extension. Go to the main menu. Now select CRM settings.
Under other settings drop-down select Round Robin Assignment.
To create a new assignment. Click on the “New Round Robin Assignment” button.
In this step, enter all the details. Give a name, select a module, and status field.
Choose the status for the field when it is assigned and unassigned.
Turn on the checkbox if you want to assign the records only to the online users.
Set assignment type. Enable the radio button to assign preferred users.
Select the members you want to add. Anr turn the status to active.
Finally, press save to save the changes.
Thats it.
By adding this extension to your Vtiger you can make the interface look neat and clean by removing extra fields. VTDEV specializes in configuring this extension with your CRM. Contact Now
