Define how leads are distributed

Set up automated rules to route incoming leads to the right team members instantly.

Rule Name

Source

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Round Robin check_circle

Equal distribution across selected team members.

Weighted

Based on agent performance or capacity.

First to Claim

Broadcast to all agents simultaneously.

Assigned Team

Sales Group A (4 agents) Rahul Sharma Priya Patel

SLA Monitoring

Enable SLA Alerts

Notify manager if lead is not contacted within timeframe.

Minutes