True round robin functionality in meetingsSOLVE
Apr 13, 2020 4:39 PM - edited Apr 13, 2020 4:39 PM
Currently there isn't an ability for the “round robin” functionality for a meeting link to be a true round robin. What I mean by this is that the calendar of the individual who is next up on the round robin is not the only calendar displayed. It would be very helpful to have the round robin be by the person who is next up for the round robin in the meeting link functionality.
Use case for this is people who make thrue REFSe most sales get commissions. When the round robin isn't a true round robin one sales individual could be getting more customers to have meetings with which can lead to additional sales people making less sales, not hitting KPIs, then not earning as much money which ultimately could lead to an unhappy employee would would quit.
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Apr 14, 2020 3:19 AM
You are right, and perhaps 'round robin' isn't the best name for this functionality - as it isn't acting in a round robin fashion but offering the prospect maximum choice of times.
If fair rotation is more important than providing the prospect with more choice in terms of meeting times, then the solution is to do round robin lead assignment using a workflow before allowing a prospect to book a meeting.
Hope this helps.