Movegistics AI Product Updates
Release notes, feature announcements, and improvements from the product team.
Release notes, feature announcements, and improvements from the product team.
Release notes, feature announcements, and improvements from the product team.
Round Robin lead assignment can now cover the entire day. Each rep's shift window — the Start and End Shift Time that controls when they're eligible to receive leads — can be set anywhere from 12:00 AM to 11:45 PM, in increments you control from your calendar settings. Give your selected reps a full-day shift, and every lead round-robins between them the moment it arrives — morning, midnight, or anywhere in between — with no time-of-day gaps in the rotation.
1) First, a word on where the time options come from: the increments offered in time dropdowns across the system are set under Settings → Calendars → Time Configuration, in Select Available Time Slots — choose 5, 10, 15, or 30 minutes, or 1 hour. The shift-time dropdowns in Lead Assignment follow this setting.

Settings (1) → Calendars (2) → Time Configuration (3) → Select Available Time Slots (4) controls the increments in every time-slot dropdown
2) Then go to Settings → Sales → Lead Assignment, turn on Automatic Lead assignment, and choose Round Robin. Check the reps in your rotation and set each one's Start Shift Time to 12:00 AM and End Shift Time to the day's last increment — with 15-minute increments, that's 11:45 PM — for full-day coverage.

Settings (1) → Sales (2) → Lead Assignment (3) → Round Robin (4), with shift times now selectable across the whole day (5)
3) That's it — new leads alternate between the selected reps as they arrive, whatever the time. Here, four leads created in a row land with the two reps in strict rotation.

Lead Owner alternating between the two reps in the rotation
Full-day shift times are live now under Settings → Sales → Lead Assignment. If your rotation should never sleep, set your reps to 12:00 AM–11:45 PM and every lead finds its owner in turn. As always — built from your feedback.