Round-robin assignment
Distributing incoming leads, tickets, or tasks evenly across team members. Example: 3 sales reps → every 3rd new lead is assigned to each rep automatically no cherry-picking, no manual assignment, fair distribution every time.
Expert insight
Round-robin lead assignment distributes volume evenly but ignores capacity and performance differences between team members, a purely round-robin system will keep assigning leads to someone who's already overloaded or has a lower close rate at the same rate as everyone else, weighted assignment based on actual capacity or performance is usually a better fit once a team has real data to weight by.
In a real workflow
New leads are assigned to the next salesperson in turn, skipping people on leave.
Common mistakes
- Ignoring availability and capacity.
- Uneven distribution after manual reassignments.
Complexity level
Anyone can understand this no technical background needed.
Related terms
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Workflow template
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