How To Evenly Distribute Leads to a Sales Team with Gravity Forms

How To Evenly Distribute Leads to a Sales Team with Gravity Forms

Author: Gravity Wiz

Date: April 1, 2020 

Category: Plugin development, Tutorials, Webdesign

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wprssaggregator How To Evenly Distribute Leads to a Sales Team with Gravity Forms

When working with a team, it’s important to make sure everyone is getting their share of the leads (or doing their share of the work). This tutorial will show you how to automatically distribute leads generated from a Gravity Form. Let’s get started!

Getting Started

This tutorial requires the Gravity Forms Round Robin snippet. Once you have it inserted into your theme’s functions.php file, follow the steps below.

Steps Add a Drop Down Field Configure Snippet Configure Notifications Step 1 – Add a Drop Down Field

Start by adding a Drop Down field to your form. The options input into

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How To Evenly Distribute Leads to a Sales Team with Gravity Forms

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