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Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
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Table of Contents
- Home
- Sales Use Cases
- Inbound Sales: Auto-Assign Leads to Sales Agents
Inbound Sales: Auto-Assign Leads to Sales Agents
Updated
by Joshua Lim
Benefits of Automatic Assignment
Use auto-assignment to:
- Ensure all leads have an owner.
- Distribute leads among agents fairly to prevent conflict over who gets leads.
Methods for Automatic Assignment
- Auto-assign leads to sales agents round robin to distribute leads equally.
- Auto-assign leads based on agent availability to respond to leads faster.
Auto-assign leads to sales agents round robin to distribute leads equally
Method objective
- Select a Workflow Template and customize steps if needed
- Automatically assign leads to sales agents round robin & notify leads
Workflow Setup
There are workflow templates set up by our team that you can use immediately. These templates can be edited to fit your business needs.
Select a Workflow Template and customize steps if needed
On the respond.io platform menu, click Workflows > + Add Workflow. Then, click Assignment: Round Robin > Use Template

The workflow template is set up with an Assign To Step when a conversation is opened to assign leads to the sales team in a round robin sequence.

Customize your welcome message as desired.
Automatically assign leads to sales agents round robin & notify leads
Configure your Assign To step by selecting the team you want to assign to. With these settings, leads will be assigned to agents round robin regardless of how many open Conversations they have.

Then, customize the assignment message if needed.
Auto-assign leads based on agent availability to respond to leads faster
Method Objective
- Select a Workflow Template and customize steps if needed
- Distribute agent workload based on availability & notify leads
Workflow Setup
Select a Workflow Template and customize steps if needed
On the respond.io platform menu, click Workflows > + Add Workflow. Then, click Assignment: Round Robin + Online Only > Use Template

The workflow template is set up with an Assign To Step when a conversation is opened to assign leads only to online agents in the sales team in a round robin sequence.

Customize your welcome message as desired.
Distribute agent workload based on availability and notify leads
Configure your Assign to step by selecting the team you want to assign to. With these settings, leads will be assigned to only online agents round robin.

Then, customize the assignment message if needed.
Feeling stuck? Do not fear.
Help is here!Inbound Sales: Routing Leads
Sending Outbound Sales Messages
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