Round Robin Quote & Apply eApps

Round Robin can be used to assign leads to your sales team randomly.

Here's an example of how you could set up Round Robin for an agency that wants to route leads that come from their Quote & Apply website to one of their eight sales agents: Navigate to the Quote & Apply website in BOSS > click the "Access" tab > type in the name of the agent you want to include in the list of Round Robin > click "+ Add Access" > click the checkbox next to Round Robin.

When the eApp is created, the agent will be randomly selected from your list of Round Robin agents.

Note that the agent must be licensed in the application's state to be randomly selected. If not, you'll see a message like the one below.