Set Default Assignment Rule
Assign new leads to specific staff, by queue, or team, so everyone got push notifications.
Last updated
Assign new leads to specific staff, by queue, or team, so everyone got push notifications.
Last updated
We have defaulted to assign to "Admin 1".
Conversation will assign to "Admin 1"
Check the different assignment roles you may set.
First staff respondent = Assignee
Conversations will be left as unassigned will remain in the tool for all admin/staff to pick up the conversations
Contact owners for new customers are unknown by default
Evenly distribute conversation to staffs
Conversations will be assigned to staff one-by-one in round robin. For example, if you have 4 staff, it will be assigned like Staff 1 -> Staff 2 -> Staff 3 -> Staff 4 -> Staff 1 -> .....
All conversation assign to one specific user
All conversation assign to unassigned/by queue/specific person of team
For example: Change "Admin 1" to "Specific Person" > "Sales Manager 1"
New conversation will then assign to "Sales Manager 1"
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