If you’re new to the automated lead distribution feature, see Automation Actions – Sales Execution and go through the ‘Distribute Leads’ section.
Note: This feature only works for the ‘Distribute Lead’ card of Automation.
You can set limits on the number of leads that can be assigned to a user per day/week. You can also set exceptions on lead assignment based on lead stage. For example, you can set a limit where a user won’t be assigned more leads if he’s already working on say 20 leads in the ‘Prospect’ stage.
To enable this feature –
- Navigate My Account>Settings>Users and Permissions>Lead Assignment Quota
- Click the Enable Lead Assignment Quota slider.
- Set your configurations as explained below, then click Save.
|Limit||Set a limit on the number of leads you want to assign a user per day or week.|
|Enable for Roles||Enable lead assignment limits for user roles.|
|Users to Notify||Notify users when the quota is reached. The ‘User’s Manager’ is based on the value you provide in the ‘Reporting To’ field of the user’s profile.|
|Add Exclusion Conditions||Don’t assign leads to users who have a certain number of leads at a certain lead stage.|