Improve equal distribution in Round Robin Calendar events
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M
Mike Smid
Hi guys,
During a support session I learned that the Round Robin is not actually very round robin. Right now, it is prioritising per day and not per appointment. Meaning that if you have 10 sales guys and you get 10 8 appointments per day, the last 2 agents will never get a booking, as the first 8 will always be prioritised.
I would like to see this being done based on appointments, not on days.
Appointment 1 (independent of day) -> Agent 1
Appointment 2 -> Agent 2
... Appointment 10 -> Agent 10
And then we start over again.
Obviously, when an agent is booked already -> it should go to the next agent and continue with the booked agent as soon as it can.
This way the appointments will be much more evenly distributed among sales team members, which would improve motivation by a lot.
It's a bit hard to explain this, but I hope you guys understand what I mean! It's basically exactly how Calendly and other tools do it.
KR,
Mike
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S
Swadha Bhoj
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S
Swadha Bhoj
Merged in a post:
Appointment Round Robin (Similar to Calendly)
T
Trace Rucarean
Similar to how you can round robin leads via adding them to a campaign, when a lead books an appointment via a website embed etc, it'd be nice to round robin that appointment assignment and place on their calendar.
HIGHLVL-I-1216
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Sales & Marketing
Merged in a post:
Round robin appoinments
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Moe Zee
The calendar and appointments feature is great because it eradicates the need for additional software but its limited. I can't seem to round robin appointments, I don't know if the feature exists, but it seems to me that it doesn't
HIGHLVL-I-933
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Harrison Bingham
Bonkers that this is still an issue.
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Jake Chard
this is so broken we are now facing complaints because low volume sales means 1 rep is getting all the deals. Why 24 hours? just make it a week or a month?
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Joey Foley
Huge problem
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Alex Serrano
Definitely need this fixed either two ways:
- Allow us to choose our Round Robin Frequency e.g. 24H, 72H, 7D, 30D
- Only restart the logic once every person in the calendar receives an appointment. E.g. 10 Agents, once everyone has one booking assigned to them it would start back at the first one again.
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Alton Luque
The 24 hour logic is such a weird setup. I guess I will have to manually change the order of the reps every day till it's fixed.
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Alex Serrano
Have a few clients that will leave our whole SAAS due to not being able to adjust this logic period. This should allow options such as 24 Hours, 72 Hour, 1 Week and 1 Month. Or one better allow us to choose the time Frame.
Need this fixed ASAP
S
Swadha Bhoj
Merged in a post:
Optimize for equal distribution reset timeframe
M
Matt Theobald
Hello, I would like the option to be able to adjust the calendar optimization timeframe beyond 24 hours for both 'Optimize for equal distribution' as well as 'Optimize for availability' for users with the same prioritization levels. Currently if appointments are only getting scheduled ever 2-3 days, it is always going to select the first user since no one has had an appointment booked in the past 24 hours.
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