XILO offers a few different methods for assigning agents to a lead or customer that has filled out a XILO form. This includes:
No assignment
Default to an Agent by form
Default to an Agent by the link being sent
Round robin assignment
Round robin assignment allows you to assign leads or customers to specific agents sequentially. Agent A first, Agent B second, Agent C third, and then back to Agent A. This helps agencies fairly distribute the leads coming in. Here's how you can setup round robin assignment:
Login to the XILO Dashboard
Go to the Forms tab
Click settings on the relevant form
Go to the bottom of the settings and select to have round robin assignment
Use the drop down to select the agents you want to assign leads to
Click save
Voila! You now are assigning leads using our round robin method
When the next applicant fills out a XILO Form, it will assign the leads using the round robin method.