Lead Assignment
Smart rules that route leads to the right agent
Create general or campaign-specific assignment rules with conditions based on lead type, source, score, and property value — then assign to specific employees.
Assignment Rules
Flexible rule-based lead routing
Create general rules or campaign-specific assignments. Define conditions based on lead type, source, score range, and property value to ensure perfect matching.
- General & campaign-specific rules
- Multi-condition filtering
- Priority-based rule ordering
- Fallback rules for unmatched leads
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Rule Conditions
Team Distribution
Weighted distribution across your team
Assign leads to specific employees with configurable weights. Balance workload across your team while ensuring top performers get priority opportunities.
- Select specific team members
- Weighted lead distribution
- Workload balancing
- Real-time assignment tracking
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Related Features
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