Product Description

Distribution Engine offers a number of different ways to distribute records within your teams. Some of these are summarised below, but many more are offered in the application. Fairness is vital for happy, motivated and successful sales teams. Round robin remains the simplest and most effective way to achieve this. Round robin distributors will hand each team member a record before starting at the beginning again. Every team member knows that their turn will come, so there are no more misunderstandings about how allocation works! Load balancing provides a way to ensure even workloads across your team, accounting for differences in availability and the tags of each team member. Ideal for distributing cases, load balancing can even be configured to consider assignments outside of Distribution Engine, or to consider the value or complexity of records assigned.