Round-robin and lead routing

Round-robin distribution assigns each new opportunity to the next available rep in a rotation. Fair, fast, and avoids the inbox-scramble problem.

1. 1
   Automation → New Workflow → Form Submitted (or Opportunity Created)

   Start with the entry event.
2. 2
   Add action: Round-Robin Assignment

   Pick the pool of users.
3. 3
   Respect availability

   Skip reps who are off or maxed out on their daily quota.
4. 4
   Fallback

   If no one in the pool is available, assign to a fallback user (usually a manager).