Admin Create Custom Web Form Rotation

The Manage Rotation screen, is where you set up the rotation for the web form.

1.  Select a rotation option:

    Select the Rotate Leads to All Active Members button to include all Active Members in the rotation.

    Select the Rotate Leads to Select Members button to manually enter the Members for the rotation. To add a Member to the rotation:

a.  Enter the Account Email Address for the Member you want to add to the rotation in the Email Address textbox.

b.  Enter the number of shares for the Member in the Shares textbox.

c.  Click the Add button to save the Member to the rotation.

2.  Update the rotation settings as desired.

    You can update the Shares values for the Members in the rotation by editing the values in the Shares textboxes in the rotation table.

    You can update the Sort Order for the Members in the rotation by editing the values in the rotation table.

    You can delete members from the rotation by selecting the Delete checkboxes for the Members you want to remove from the rotation. Click the Delete Selected button to remove the selected Members from the rotation.

3.  Click the Save button to proceed to the Create Web Form screen.