Lead Distribution Automation in LeadSquared

1. Feature Overview

This article covers how the Distribute Lead card works in automations. The distribute lead action allows you to set conditions to distribute leads among your users. Example – You may want to distribute leads based on its location, interest, industry type and so on. If you’re new to the lead distribution feature we highly recommend you first understand the best way to distribute leads to your users.

With the Lead Distribution automation card, you can build a series of rules and assign leads to one specific user, groups of users, or based on user properties, in a round-robin manner. When a new lead is created in your account (or based on any other trigger), the lead distribution engine executes each rule, one by one, till the conditions defined in your rule matches the new lead. Once a rule’s conditions match the lead, no more rules are executed.

When no rule matches the incoming lead, then the default rule is executed. Default rule can just say “do nothing”, which means the lead owner remains what it is when it is created. You can create as many rules as you want.

Note: You can also define lead distribution quotas to limit the number of leads assigned to your users through the distribution engine. To know more, refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

To get started –

  1. Navigate to Workflow>Automation, and click Create Automation.
  2. From the list of available triggers, select any trigger.
  3. After selecting a trigger, click Sales Execution, and then click Distribute Lead.
  4. On the Distribute Lead pop-up, you can create lead distribution rules. Based on these rules, you can –
    • Distribute leads to users
    • Distribute leads to groups
    • Distribute leads based on user properties

User Quota_6

 

2. Create Lead Distribution Rules

The distribute lead action allows you to set conditions to distribute leads among your users.
As an example, let’s say you want to distribute all leads from a certain city to specific users. Click the Distribute Lead action to open the Distribute Lead pop-up window.
Enter a rule name in the space provided and then click the choose conditions(s) link.

User Quota_3

On the Select Criteria pop up, choose the lead field as City and then enter Bangalore. Next, click Add Condition.

Your criteria will show up as highlighted below. Click Set Criteria to proceed.

Now select one of the following options from the drop-down

  • Users – Select particular users to distribute the leads to.
  • Sales Groups – Select the group you want to distribute leads to.
  • User Properties – Perform an advanced search based on user attributes. For more information, see User Advanced Search.

2.1 Distributing Leads to Users

Through this option, you can distribute leads based on user roles. As an example, let’s look at all the sales users present in an organization. If you configure this quota to assign only 50 leads to the sales users (users whose role is that of a sales user), then from the total leads captured, 50 leads will get assigned to each sales user. This quota will not affect the lead distribution among the non-sales users (such as admin users, marketing users) in the organization. To know how to configure quotas, please refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

From the dropdown, select Users.

User Quota_1

On the Select Users pop-up, choose the users and the sequence you want your distribution to follow.
You’ll see an Availability Status section at the bottom if you’ve enabled the Check In and Check Out feature for user management. You can toggle the between the All and Available options to distribute leads to all users or to available users only. Click Save when you’re done.

Distribute by user availability

You can proceed to add multiple rules by using the New Rule link. You can name each rule and then re-order them by simply dragging and dropping. The rules will execute in the sequence you set up.

You must set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the lead to a user you select.

Note: If you’ve chosen the Available users option and the user is not available, the lead will be distributed to the user specified in your default rule.

Lead Assign_3

Your automation is now set up to distribute leads to your users based on the city lead field.

 

2.2 Distributing Leads to Sales Groups

You can distribute leads to multiple sales groups (in different regions for instance). For example, you can create 2 rules, such that Delhi leads get assigned to the Delhi sales group and Mumbai Leads get assigned to the Mumbai sales group –

  1. On the Distribute Lead pop-up, once you’ve set up the conditions for the rule, select the Groups option and click Choose groups and assignment order.
  2. The Select Groups pop-up will appear. Select the groups you want to distribute the leads to.
  3. You can also distribute leads to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  4. Click Save when you’re done.
  5. Back on the Distribute Lead pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the lead to a user you select.
  6. Click Save.

User Quota_4

Note: If you don’t want leads to be distributed to the managers of a sales group, click the Exclude all group managers checkbox as shown below –

Exclude group managers from lead distribution automation

2.3 Distributing Leads based on User Properties

You can also distribute leads to user’s based on user properties. For instance, you can distribute leads to users based on their designation, department, Manager name etc. You can even combine multiple properties using the All Conditions (And) and Any Condition (Or) operators. So for example, you can assign leads to users who are from a particular department and have a particular designation.

In this example, we’re setting up the lead distribution such that If a lead’s state is Maharashtra then we’re assigning him to users who work out of Mumbai Or Pune –

  1. On the Distribute Lead pop-up, once you’ve set up the conditions for the rule, select the User Properties option and click Choose user properties.
  2. The Select Users pop-up will appear. You can also distribute leads to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  3. Choose the operator you want to use between condition groups (AND/OR). Select the user details from the drop-down. To add another condition within the same group click the And/Or button inside the condition group box.
  4. If you want to add multiple condition groups, click Add Condition Group on the bottom left side of the pop-up.
  5. When your conditions are set up, click Set Criteria button.
  6. Back on the Distribute Lead pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the lead to a user you select.
  7. Click Save.

User Quota_5

Note: You can also mail merge fields while creating condition groups. For more information, see How to distribute leads to users by matching lead and user properties?

 

3. Assign Leads based on Lead Distribution Quota

After you have configured lead distribution in the previous step, you can further define quotas determining how many leads will be assigned to your users. To learn more, please refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

3.1 Set Quotas on User Role Level

This will set limits on lead distribution on a user role level (such as sales users, admin users, marketing users). To understand this better, let’s look at the following example. Once enabled from the Settings page (Account>Settings>Users and Permissions>Lead Assignment Quota), the quotas defined at the user role level will automatically apply to the lead distribute automation.

3.2 Set Quotas on Individual User Level

This will set limits on lead distribution quotas for individual users (rather than the user role level). The organization can further define quotas for different durations (daily, weekly, monthly) for each individual users. To know more, please refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

To enable this –

  1. On the Distribute Lead pop-up, check the Checkbox checkbox against Customize Lead quota at user level.
  2. Depending on your preference, choose the Custom Quota options from the dropdown. This will ensure that leads are distributed to only the users who fulfil the criteria of that specific quota.
    • You can set quotas for the daily, weekly and monthly durations. These quotas first have to be first configured under Lead Assignment Quota settings page (Account>Settings>Users and Permissions>Lead Assignment Quota).
    • For example, if you select a monthly duration, then the leads captured for that month will get distributed based on the quota you’ve set for that month.
  3. Once you’re done, click Save.

Note: The assignment quota limit for a user will apply across all automations. So for example, if a user’s quota is defined as 10, and multiple automations are set up, leads assigned from either automation will increase the assignment quota counter. Once the quota is exceeded, more leads won’t be assigned to the user from any of the automations.

Lead Assign_4

 

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

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