CRM - Lead Rotations

Rotations are used to help distribute work evenly between the sales employees that are assigned to the rotation. 

Add A New Rotation

Add an Employee to a Rotation

Remove an Employee From a Rotation

Add A New Rotation

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Select the App Settings tab.
5. Choose the CRM-Sales Quoting subtab to the left.
6. Click over the Lead Rotations section to expand it.

7. In the lower left of the screen, enter a name for the rotation.
8. To the right of the name, click the button to Create Lead Rotation. This will create a new, blank rotation where you can add employees.

Add an Employee to a Rotation

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. If the Company Settings tab is not selected, click over the tab.
5. Select the Lead Rotations section to expand it.
6. At the top middle of the lead rotations section, choose the small arrow to Recall Rotation. Any rotations that were made will show in the drop-down list.
7. Choose the rotation you wish to view. This will change the table below to show employees assigned to the rotation.

8. Choose the Add New Record button to the right side of the screen. This will add a new blank row in the list of employees.
9. Select the small arrow on the right side of the blank employee name field to open a drop-down list of your company’s employees.

10. Click over the name of the employee.
11. Choose the Update button on the same row as the new employee. This adds the employee you selected to the rotation.

Remove an Employee From a Rotation

1. Open the rotation.
2. Locate the employee in the list for the rotation.
3. Click the Delete button on the employee’s row.