When you configure an Assignment Rule with Round Robin, you specify a list of users in the rotation. Zoho CRM tracks which user received the last record and assigns the next record to the following user in the list. The rotation restarts from the first user once it reaches the end of the list.
Round Robin does not check whether a user is currently available or at capacity. For workload-balanced distribution that accounts for existing record counts, a Workflow Rule with a Custom Function is typically needed.
Round Robin Assignment is a method within Zoho CRM’s Assignment Rules that distributes incoming records equally across a team by cycling through users in a fixed rotation. Each new qualifying record goes to the next user in the list.
No. Standard Round Robin in Zoho CRM rotates records in sequence without checking whether users are available or how many records they currently own. For workload-balanced assignment, a Custom Function workflow action is required.
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