Round Robin Owner Scheduler

Step 1

Install the integration for your portal by visiting hsroundrobin.manobyte.com, or by visiting the App Marketplace.

Step 2

Once you have installed the app, you will be logged in and ready to go!

You have a 7-day free trial to test out the app.

Step 3

On the initial screen, you are able to toggle your sync on and off.

Step 4

Now you are ready to add your first Round Robin Policy! Begin by either selecting Contact, Company, or Deal on the left menu.

Step 5

Here, you are able to add and edit your policies. Your policies are defined by several key factors.

The first important option is the Policy Type, which can be either Property-based or All Contact.

For Property-based policies, the contact must have a defined property value in order to be part of that policy. For example, the contact must have the property Lead Status set to Lead to qualify.

Step 6

The next key factor is the Schedule property. This defines when you want the Round Robin assignment tool to run.

This can either be when a new contact is created, OR when a specific property is updated.

Step 7

Finally, you will choose the team of users that this policy will be rotating through for the assignments.

These are teams you create right in your HubSpot Portal, and can be modified in HubSpot at any time [without affecting the app].

You can also use an optional weighted strategy based on percentage to rotate through your team of users. By using this weighted strategy, be sure to update your policy within the app whenever your team changes.

Step 8

Once you have multiple policies in place, you will want to order them by priority. This is done by clicking the Change Priority button in the upper right corner.

Within this view, you are able to drag your policies up and down, with the top being the highest priority and the last being the lowest [or default priority].

Be sure to click Submit when you are finished ordering!