Prerequisite Permissions: Manage Store
The Round Robin tab inside a user’s profile under User Management allows you to reassign a user’s customers—including open deals—to other users in the store.
It specifically redistributes customers where the user is listed as the Salesperson or Sales BDC.
Important: Customers where the user is listed as the Closer or Service BDC will not be redistributed through this process.
To redistribute customers:
1. Click your user account in the top-right corner.
2. Select Store Settings.
3. In the left-hand menu, choose User Management.
4. Find and select the user whose customers need to be reassigned.
5. Click the Round Robin tab.
6. Choose which users will receive the redistributed customers.
7. Click the Redistribute button at the top of the window.
8. Confirm the action when prompted—this action cannot be undone.
Now you have successfully redistributed those Customers and Open Deals to the desired users selected!
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!