Load Balancer Distribution Algorithm

The Load Balancer Distribution Algorithm within PowerRouter serves as a mechanism for evenly distributing incoming records among members of a team. Its primary purpose is to ensure a fair allocation of workloads. This intelligent load balancer continually monitors the workload of each individual team member. Should a team member become overwhelmed or be unavailable, the load balancer will dynamically adjust record assignments.

For instance:

Let's consider a scenario where you have a team named "AE Team" comprising 5 members: Adam Perret, Brett Quizo, Chris Russel, Dave Sanders, and Ellen Thomas. Suppose Chris Russel is currently unavailable. With the presence of the load balancer, which handles lead distribution, imagine that 8 leads are introduced into the system. These leads will be systematically assigned in a round-robin fashion to all members, excluding Chris Russel due to his unavailability. The distribution unfolds as follows:

Later on, Chris Russel becomes accessible, and an additional 8 leads are introduced. Given that each member has already received 2 leads, the allocation of these new leads will commence with Chris Russel. Once Chris Russel receives 2 leads, the distribution of leads will once again follow the round-robin pattern. The resulting distribution is illustrated below:

Steps for Configuring Load Balancer in Route to Team:

1. Begin by placing a Route To Team component onto the workflow canvas.

2. Access the editing options by clicking on it, and proceed to choose the intended team for utilization within this Route To Team component.
   

3. From the dropdown menu labeled "Choose an algorithm to route leads to this team," opt for the Load Balancer option.
   

4. Specify the desired time interval for maintaining equitable record assignments. For instance, if you choose "Monthly," all leads introduced during a given month will be uniformly distributed among team members. The assignment distribution remains unaffected by previous months' assignments, which might not have been evenly distributed.

5. Once all necessary settings are in place, remember to save your configuration by clicking the Save button.