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Agent Settings: Assigning to Forms

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Written by Emma Salaya
Updated over 3 years ago

1. Login to your XILO Dashboard

2. Click on "Forms" from the left-hand navigation

Click on "Forms" from the left-hand navigation

3. Locate the form you would like to assign

Locate the form you would like to assign

4. Click on "Settings"

Click on "Settings"

5. Click on "Assignment Rules"

Click on "Assignment Rules"

6. In this tab you have several options for assigning your agents to a form

In this tab you have several options for assigning your agents to a form

7. Let's review the options:

If "Yes" is selected to automatically assign agents to leads you can choose either one agent or a "Default Agent" or select several agents with "Round Robin".

Let's review the options:

8. Click on "Save Settings"

Click on "Save Settings"
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