! IMPORTANT: if you want to enable the auto-assign module in your account, please contact us by email at support@carshipio.com or in chat
Open MY>Sales People > Edit
Select the priority for Auto-assign from 1 to 10.
If you want your agents to get the same amount of leads, please select the same number for everybody.
! IMPORTANT: the system will assign the same amount of leads (1 by 1) as long as the agents have the same amount of leads assigned to them.
Example:
John and Eduard have the same priority selected in their users - 1
John has 50 orders but Eduard has 70 leads assigned to him.
The system will keep sending leads to John until they have the same amount of leads assigned. After that, they will start getting leads 1 by 1.
Adjustment: If you don't want to wait, change the priority for the agent that has less leads. Prioritize John with number 2 and leave Eduard with number 1.