Round Robin — Meeting Assignment

Next up

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Meetings logged

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In rotation

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Load spread

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New meeting

All four fields, then submit.

Ready

XDR initials *

Your initials, so the AE knows who booked it.

Opportunity name *

The prospected company.

Meeting date *

When the meeting is scheduled.

Salesforce contact link *

Paste the contact record URL.

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Next in line No one in rotation Add an AE to the queue

Assignment happens automatically. You can reassign any entry from the log below.

Everyone takes the next lead in order.

The AE at the top gets the next meeting, then moves to the bottom of the list.

Every meeting, timestamped and traceable.

Meeting	Opportunity	XDR	Assigned AE	Logged