> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/managing-leads/refer-a-lead-to-another-user-2.md).
# Steps to Refer Leads in Round Robin Manner
Refer Leads in Round Robin Manner
> ## Refer Leads in Round Robin Manner
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This guide provides step-by-step instructions on how to refer a lead using the system. You can either refer a single lead or multiple leads at once.
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1. **Login to the System**
* Access your account and navigate to the filter section.
* Navigate to the leads section and click on the filter option to refine the list of leads based on your criteria.
2. **Click on the Down Arrow**
* Once the filter is applied, click on the down arrow to access additional actions.
3. **Click on Save Lis**t
* Select the **'Save List'** option to store the filtered leads for assignment.
### Purpose of Creating a New List
The purpose of creating a new list is to efficiently manage and refer leads to counselors in a structured manner. This feature helps in distributing leads in a round-robin manner to ensure fair allocation and systematic follow-ups.
4. **Open the "Save List of Leads" Window**
* Click on the **"Save List"** button from the lead management interface.
5. **Select "Create New List" Tab**
* Ensure the **"Create New List"** option is selected instead of **"Merge with Existing List."**
6. **Enter a List Name**
* In the **"List name"** field, enter a meaningful name that represents the leads being referred.
* Example: **"New Admissions Leads"** or **"Course Inquiry Leads."**
7. **Set Visibility**
* The **"Visible To"** field will show the default user assigned to manage the list.
8. **Define Lead Range**
* Specify the lead range to be included in this list.
* Example: If there are 4 leads, auto enters **"1"** as the start and **"4"** as the end.
9. **Select "Referred To" Counselors**
* Click on the **"Select Referred To"** dropdown and choose the counselors to whom the leads should be assigned.
* Leads will be distributed among the selected counselors in a round-robin fashion.
10. **Save the List**
* Click on the **"Save List"** button to finalize the process.
* The leads will now be assigned to the selected counselors accordingly.
#### Why We Use This Feature
* **Fair Allocation:** Ensures an equal distribution of leads among counselors.
* **Efficient Lead Management:** Helps in organizing and distributing leads systematically.
* **Tracking & Visibility:** Allows monitoring of assigned leads for better follow-ups.
* **Time-Saving:** Reduces manual assignment efforts and automates the process.
*By following these steps, users can effectively manage and assign leads, improving productivity and ensuring a smooth workflow for counselors handling student inquiries.*
