This setting can be accessed from the Settings navigation menu under the menu item, Automatic Assignment.
In this settings, you can:
Step 1: Navigate to Automatic Assignment settings From Settings Module, navigate to the menu item, Automatic Assignment.
Step 2: Enable Automatic Assignment Enable the toggle, Enable Automatic Assignment to activate the feature
Step 3: Select an assignment method Select from the following assignment methods :
Step 4: Assign to online users only This step is optional
If you wish to assign the pending contacts to online users only, enable the toggle, Assign to Online users only.
This method assigns contacts equally, one to each user. In another word, every new pending contact will be assigned to a user turn-based.
This method will allow the platform to assign the new pending contact to the user with the least contacts assigned.