🔄 Rotation Management
Advanced lead distribution automation system for intelligent sales team workload management and fair lead allocation
📋 Overview
The Rotation Management section is a sophisticated lead distribution automation system designed for administrative departments and real estate company managers to create intelligent, fair, and automated lead allocation rules throughout the CRM platform. This advanced module provides complete control over how incoming leads are automatically distributed to sales team members based on specific criteria, quotas, and time intervals.
This powerful system ensures equitable workload distribution among sales team members while maintaining flexibility to accommodate different business scenarios, team structures, and management strategies. The intelligent rotation algorithms automatically manage lead assignments, reducing manual distribution overhead and ensuring consistent, fair lead allocation across your entire sales organization.
🎛️ Advanced Rotation Management System
Rotation Management provides comprehensive automation capabilities for intelligent lead distribution with advanced rule-based systems that ensure fair workload allocation, optimal sales team efficiency, and flexible management control over lead assignment processes.
⚙️ Rotation Management Interface
🎛️ Comprehensive Management Control
Access the dedicated Rotation Management interface where you can view, create, modify, and manage all rotation conditions in your system with complete administrative control over lead distribution automation.
🚀 Full Control: This opens a comprehensive management page where you can easily pause, activate, or delete rotation conditions as needed for your business operations and team management requirements.
🎯 Intelligent Distribution Capabilities
🤖 Automated Distribution
Smart Automation: Automatically distribute leads based on predefined rules, eliminating manual assignment overhead and ensuring consistent, fair workload allocation across sales teams.
⚖️ Fair Allocation
Equitable Distribution: Ensure every sales team member receives fair lead allocation through intelligent quota systems and rotation algorithms that maintain balanced workloads.
🔧 Flexible Rules
Customizable Conditions: Create sophisticated distribution rules based on lead sources, projects, geographic locations, and custom criteria to match your business needs.
➕ Creating New Rotation Conditions
After accessing the Rotation Management interface, you can create sophisticated lead distribution rules using the comprehensive "ADD NEW" feature that provides extensive customization options for intelligent lead allocation based on your specific business requirements and team management strategies.
📊 Rotation Configuration Interface
Advanced Rotation Condition Configuration Interface with Comprehensive Setup Options
⚙️ Advanced Configuration Options
Configure sophisticated rotation conditions using comprehensive options that provide complete control over lead distribution criteria, team assignments, and operational parameters for optimal sales management automation.
🎯 Type Selection
Distribution Criteria: Choose the primary criteria type that will control this rotation rule and determine how leads are categorized for distribution.
• Source - Lead origin classification
• Project - Specific project assignments
• BrokerProjects - Broker-specific project leads
• Field - Custom field-based distribution
• Country Code - Geographic distribution
• Branch - Branch-specific allocation
• Lead ID - Individual lead assignments
📝 Item Value Selection
Dynamic Value Assignment: Based on your Type selection, choose the specific value that will trigger this rotation condition from dynamically populated options.
Smart Options: If you select "Project", all available projects will appear. If you select "Country Code", all configured country codes will be displayed dynamically.
👥 Salesman Assignment
Individual Selection: Select specific salespeople who will receive leads from this rotation rule, providing precise control over team member participation.
Multi-Select: Hold CTRL key to select multiple salespeople for this rotation condition, enabling team-based lead distribution strategies.
🎭 Role-Based Assignment
Role Override System: Override individual salesman selection by choosing a role-based distribution that automatically includes all users with the selected role.
Override Function: This setting bypasses your previous salesman selections and distributes to all users with the selected role, providing dynamic team management.
📊 Quota Configuration
Lead Allocation Control: Set the precise number of leads each person receives per rotation cycle, ensuring controlled and predictable workload distribution.
• Quota = 1: Each person gets 1 lead, then cycle restarts
• Quota = 5: Each person gets 5 leads before moving to next
• Quota = 10: Higher volume distribution for experienced teams
Choose the optimal quota based on your team capacity, experience levels, and management strategy preferences.
⏱️ Interval Duration Control
Time-Based Management: Define the active operational period for this rotation rule with flexible duration options for campaign-specific or continuous operations.
Flexible Duration: Set specific start/end dates for campaign-based rotations or leave empty for continuous operation until manually stopped or deleted from Rotation Conditions.
🎯 Intelligent Distribution System: The rotation system intelligently manages lead distribution based on your configured conditions, ensuring fair workload distribution, optimal sales team efficiency, and automated management that adapts to your business requirements and team dynamics for maximum productivity and balanced lead allocation.
🚀 Rotation Management Benefits
Understanding the comprehensive benefits of automated rotation management helps administrative teams appreciate the significant impact on sales efficiency, team satisfaction, and business operations optimization.
⚖️ Fair Distribution
Eliminate favoritism and ensure every sales team member receives equitable lead allocation based on transparent, automated rules that promote team harmony and professional growth opportunities.
⚡ Automation Efficiency
Reduce manual assignment overhead and eliminate human error in lead distribution while ensuring immediate, 24/7 lead allocation regardless of administrator availability or business hours.
📊 Performance Optimization
Optimize team performance through intelligent workload balancing, prevent team member burnout from lead overload, and ensure consistent sales activity across your entire organization.
🔧 Flexible Management
Adapt quickly to business changes with easy condition modifications, pause or activate rotations as needed, and create specialized rules for different market conditions or promotional campaigns.
📈 Scalability Support
Support business growth with rotation systems that automatically accommodate new team members, additional projects, and expanded territories without requiring complex reconfiguration.
🎯 Strategic Control
Maintain strategic control over lead distribution priorities, allocate high-value leads to experienced team members, and implement specialized routing for different lead qualities or sources.
💡 Rotation Management Best Practices
📋 Strategic Planning
Plan rotation conditions based on team capacity, experience levels, and business priorities. Consider peak hours, market conditions, and seasonal variations when configuring rotation rules.
🔄 Regular Monitoring
Monitor rotation performance regularly, analyze distribution effectiveness, and adjust quotas or conditions based on team feedback and performance metrics to maintain optimal results.
⚖️ Balance Flexibility
Balance automation with flexibility by maintaining override capabilities for special circumstances while ensuring the majority of lead distribution follows established rotation rules for consistency.
⚠️ Administrator Management Notice
Rotation Management Critical Warning: Rotation conditions directly impact lead distribution and sales team performance throughout your organization. Changes to existing rotation rules may affect ongoing lead assignments and team workloads. Always test new rotation conditions with small groups before full implementation. Monitor rotation effectiveness regularly and maintain backup manual assignment procedures for system maintenance or emergency situations. Coordinate with sales management before implementing major rotation changes to ensure team alignment and optimal performance outcomes.