Round Robin LeadStreams in a Networked Account

✅ Summary:
This training demonstrates how to set up and manage a RoundRobin LeadStream in a networked account (where all users share a common database). The goal is to distribute leads evenly and automatically to individual reps without data collisions. The video builds on prior training, so it's recommended to watch the earlier modules for full context.

Key Highlights:

• RoundRobin LeadStreams can absolutely be used in networked accounts.
• Each rep must have their own unique receiving folder (e.g., “Jeff's Leads”) to avoid stepping on each other's toes.
• Admin creates:
  • A distribution folder (where imported leads begin).
  • Individual receiving folders assigned per rep.
• Leads are distributed evenly across reps as they are imported.
• Optional: Set daily lead limits per rep (e.g., 25 per day).
• Recycling can be configured to redistribute unworked leads back into the distribution folder after a defined period (e.g., 7 days).
• Reps use saved searches to drive dial sessions from their assigned folders.
• System auto-scrubs duplicates unless settings are adjusted.
• Voicemails can be left with one click, and rep-specific dispositions ensure leads are moved to appropriate folders like “Appointments” or “Follow-ups.”
• Note: After the first dial session, PhoneBurner remembers the last-used dialer presets, overriding the default settings.

This method enables structured, automated distribution while maintaining team visibility and efficient workflows in a shared environment.

🏷️ Tags:
roundrobin, lead distribution, networked account, shared database, leadstream, saved searches, team collaboration, lead recycling, dialer presets, contact segmentation, rep-specific folders, lead routing

📝 Cleaned-Up Transcript:

All right, in this training, we're continuing to build on our LeadStream module. Hopefully, you’ve been watching the previous videos—because they stack on one another and show all the powerful things you can do with LeadStreams in your PhoneBurner account to help your team be more efficient, connect with more people, and ultimately make more calls.

This video specifically focuses on setting up a RoundRobin LeadStream in a networked account. If you missed the last video about converting a standalone account to a networked account, I recommend watching that first—but you’ll still learn something new here either way.

Standalone vs. Networked Account

• In a standalone account, each rep has their own database. If you transfer contacts to Heather, only she sees those contacts. Cassie won’t.
• In a networked account, everyone shares the same database. If you go to the “Network Blind Pull” folder as the admin and see 985 contacts, Heather and Cassie will also see 985.

Because of this shared visibility, networked accounts can cause reps to step on each other's toes unless you segment data properly—which is exactly what RoundRobin LeadStreams help with.

Creating a RoundRobin LeadStream

We’re going to set up a RoundRobin LeadStream to automatically and evenly distribute leads among the team.

1. Navigate to the LeadStream page
   (Reminder: In networked accounts, the LeadStream tab is hidden, so save it as a Quick Link or visit: phone.com/rotater/index)
2. Click “Add LeadStream”
   • Name: RR Networks
   • Type: RoundRobin
   • You’ll skip the dialer preset here because RoundRobin doesn’t use one—it just distributes contacts.

Folder Setup

• Distribution Folder: Create one called RR Networks Distribution
• Receiving Folder: Create RR Networks RCV (though it won’t be used because we assign reps to their own folders)

We initially forgot to assign the distribution folder but corrected it, so don’t skip that step!

Assigning Recipients

Now assign recipients (reps), each with their own unique receiving folder:

• Jeff → Jeff’s Leads
• Heather → Heather’s Leads
• Cassie → Cassie’s Leads

Lock these folders to avoid confusion or accidental changes.

You may set daily lead limits. For example, assign each rep a 25-lead limit to control flow during testing.

Recycling Configuration

Enable recycling if you want unworked contacts to return to the distribution folder after a set time (e.g., 7 days). This ensures leads don’t sit untouched forever.

Importing Leads

Once set up:

• Go to Contacts > Import
• Map your fields
• Choose RR Networks Distribution as the folder
• Add a lead source (e.g., “RR Network”)
• Import the file

The system will begin distributing leads automatically as they’re imported.
If you imported 1,000 contacts and only see 925 in the distribution folder, the other 75 were evenly distributed to your reps (25 each).

Dialing with Assigned Leads

Log in as a rep (e.g., Cassie) and:

• Use a saved search (like “Cassie Call 1”) to find uncalled leads
• Select all and begin a dial session
• The system remembers the last-used dialer settings—not the default—so the first time, make sure to configure your default.

Cassie’s call set will:

• Use rep-specific dispositions
• Automatically move contacts to “Appointments” or “Follow-Ups”
• Apply a Cassie tag to the contact

Duplicates are scrubbed by default (e.g., if multiple contacts share the same number, only one gets dialed). You can override this in your settings.

Final Notes

• RoundRobin LeadStreams work well in a networked account if you segment by rep.
• Assign rep-specific folders to prevent overlap.
• Use saved searches to power dial sessions and improve workflows.
• Don’t forget: PhoneBurner remembers your last dial session config, so keep that in mind when managing new reps or changing workflows.

I hope this helps you and your organization make the most of PhoneBurner—so you can get more done in less time using the power of LeadStreams. Thanks again, and happy dialing!