➡️ Automatic lead distribution

🔄 Lead Distribution Methods

Efficient lead distribution ensures your team responds quickly to inquiries. Here’s how you can manage your leads effectively:

1. Manual Lead Distribution

• 📝 Assign Individually Assigning leads one at a time allows for a personalized approach. This method is beneficial for smaller lead volumes where individual attention is crucial.

• 📋 Bulk Assignment Quickly assign multiple leads to specific team members at once. This saves time and is perfect for high-volume situations, ensuring everyone is engaged without overload.

2. Automatic Lead Distribution

• 🌐 Integrate Sources Automatically distribute leads as they come in from various channels, such as your website or CRM. This method saves time and ensures leads reach the right users instantly, with notifications keeping everyone informed.

3. Reassign Leads

• 🔄 Assign to Self or Team Flexibility in reassigning leads allows team members to adapt to workload changes. They can assign leads to themselves or anyone else on the team.

• 🔔 Notifications Receive instant alerts about new lead assignments, helping team members respond promptly and improving lead engagement.

• ⚙️ Automation Rules Set up rules to automate the assignment or reassignment of leads based on specific criteria. This ensures consistency in lead handling and reduces the chances of leads falling through the cracks.

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Flexible Lead Management

With these distribution methods, you can easily adapt to your team's needs and the flow of incoming leads, maximizing your sales potential. Choose the method that best fits your workflow to enhance efficiency and effectiveness in lead management.