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Assign next adviser in round-robin for new referrals

Assign next adviser in round-robin for new referrals

Your incoming referrals sit unassigned when routing is manual, delaying outreach and new-business follow-up. Assign advisers evenly to speed follow-up and close referrals same day.

Assign next adviser in round-robin for new referrals

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Assign next adviser in round-robin for new referrals