The Leads Distribution widget allows you to automatically distribute leads between users. Distribution occurs when a trigger is launched in a pipeline
from 16 $ per month
Widget setup
How to set up and use:
Fill out the form for issuing a test period within the widget settings, or click the "Activate" button
Go to the Leads section, then on the top right, open the desired funnel where you want to set up the distribution and click the "Set up pipeline" button. In the search, enter "Distribution" and select this widget
Click the "Add user" button to add him to the distribution list and specify the percentage by which requests will be distributed
Select the functions to be performed from the options "Change the person responsible for the leads"; "Change at contact"; "Change for a task"
Also, if you need distribution for users by date and time, go to the "Settings" section and select the "Distribution Schedule" tab. Click on the calendar on the right and set the settings you need. Select the item "Take into account the employee's schedule" in the trigger settings
Distribute leads between users
With the widget you can:
You can also change the person responsible for the lead tasks and the person responsible for the contact.
If an event is reached (creation of a new order, or any other available event for a trigger), change the owner of the lead depending on the distribution percentage set
Distribute leads depending on the employee's working hours
In a convenient way, set up an employee's work schedule in a weekly mode
You have the option to either copy the weekly schedule up to a certain date or change the opening hours for a specific day
With the widget you can:
