Lead Distribution Manually:      Click to Learn Auto Lead Distribution

In a Sales team, when a Lead is reported to an Admin or needs to be transferred to another salesperson based on the reporting system, it undergoes Lead distribution. This process involves assigning the lead to the Most Suitable salesperson for follow-up. Effective Lead distribution plays a crucial role in converting Leads and reduces the chance of losing them.

Access Levels:

1. Managers can distribute Leads only among their team members.
2. Admins or master admins have the authority to distribute Leads to any Salesperson in the entire sales team.

Lead Ownership:

Once a Lead is Assigned, the salesperson becomes the owner, responsible for nurturing and potentially converting it. The person who initially Added the Lead remains the "adder" in the system.

“Assign Leads“ easily by following these steps ➖

Step 1➖ First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Lead Distribution”

Step 3➖Clicking on the “Lead Distribution” opens a page where you can see a List of all your Leads.

Step 4➖ Select the Leads you want to Assign by Clicking the Checkboxes Next to them.

Step 5➖ 

1. From the "Select Level Dropdown," choose the appropriate Team level.
2. Based on the selected level, the "Select Name" dropdown will automatically populate with team members belonging to that level.
3.  Choose the Specific team member you want to assign the selected Leads to from the "Select Name" dropdown.
4. Click the "Assign Lead" button to finalize the assignment of the selected leads to the chosen team member.

Admin

June 29, 2021

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