Set up a sales team

Round Robin teams distribute inbound meeting requests evenly across members. This guide walks through setting up a sales team, managing the rotation, and enabling the assistant to introduce reps by name.

Create the team

1. Go to Settings > Teams
2. Click New Team
3. Enter a name (e.g., “Sales”) and an optional description
4. Use the member picker to add your sales reps (at least one member is required)
5. Click Create Team

Your team starts in Round Robin mode by default — no extra configuration needed.

Team email address

Once created, your team gets an auto-provisioned email address:

{team-slug}.{workspace-handle}@skipup.co

For example, [email protected]. You can copy this address from the Scheduling Email section in the team drawer. Share it with customers, add it to your website, or use it as a forwarding destination for your existing sales inbox.

When someone emails this address, the assistant assigns the request to the next member in the rotation and schedules the meeting using that member’s calendar.

How the rotation works

Round Robin assigns meetings based on who was assigned least recently. The member list in the team drawer shows an “Up Next” badge next to the person who’ll handle the next inbound request.

For example, if your team has Alice, Bob, and Carol:

1. First email comes in — assigned to Alice (she was assigned longest ago)
2. Next email — assigned to Bob
3. Next email — assigned to Carol
4. Next email — back to Alice

The rotation is automatic. You don’t need to manage it manually.

Mark a member unavailable

When a rep is on PTO or temporarily unavailable, you can mark them so they’re skipped in the rotation:

1. Go to Settings > Teams and click the team
2. Find the member in the member list
3. Click the … menu on their row
4. Select Mark Unavailable

The member’s row shows an “Unavailable” badge and appears dimmed. They won’t receive any new assignments until marked available again.

Mark a member available

When the rep returns:

1. Click the … menu on the unavailable member’s row
2. Select Mark Available

The member is placed at the front of the rotation queue, so they’ll be assigned the next inbound request. This helps them catch up after time away.

Enable Introduce member

By default, the assistant schedules meetings without revealing which rep was assigned. If you want the assistant to introduce the rep by name:

1. Open the team drawer
2. Find the “Introduce member” toggle (below the availability mode)
3. Turn it on

When enabled, Skip introduces the assigned member by name when confirming the meeting.

Add introduction guidance

You can customize how the assistant introduces reps by adding guidance text:

1. Turn on Introduce member
2. In the text area that appears, enter guidance (e.g., “Mention their role and area of expertise”)
3. Click outside the field to save

The assistant uses this guidance to tailor each introduction.

Example email flow

Here’s what happens when a prospect emails your team address:

1. A prospect emails [email protected] asking about pricing
2. The assistant checks the rotation — Bob is “Up Next”
3. The assistant checks Bob’s calendar for available times
4. The assistant replies to the prospect with time suggestions
5. If Introduce member is on, Skip introduces Bob by name when confirming the meeting — for example: “I’ve connected you with Bob, who handles enterprise accounts”
6. The prospect picks a time and the meeting is booked on Bob’s calendar

Tip

You can add the team email to your website’s contact form or set up email forwarding from your existing sales address to start routing meetings automatically.

Troubleshooting

An unavailable member is still getting assigned

Make sure the status was saved — open the team drawer and check for the “Unavailable” badge on their row. If it’s not showing, try marking them unavailable again.

The rotation seems uneven

Round Robin assigns based on who was assigned least recently, not strict sequential order. If a member was marked unavailable and then available again, they move to the front of the queue, which can temporarily shift the pattern.

Need help?

If you’re having trouble with your team setup, email [email protected].