Distribute up to 100 clients at once from the table
Select the records in the table, press Distribute in the selection bar, and choose a scenario or a rule. They’re distributed one after another, and you get a report of every record that worked or failed, and why.
Lead distribution is a paid Add-on. If you can’t find it in your account, contact support to turn it on.
Before you start · 1 thing · for managersAn active scenario or rule
Steps
Why one at a time?
Each assignment moves the turn forward and adds to the employee’s capacity count. Distributing one after another makes sure that someone who reaches their limit at the 40th record doesn’t get the 41st, and that the turn really moves around.
Records are handled in the order you selected them.
A failed record doesn’t stop the rest
A record that has an owner and no replacing, or that you can no longer see, goes on the failed list, and the batch carries on.
This is also the way to redistribute clients who were left without an owner.
If something goes wrong
A real example
An employee resigned and left 60 open clients.
- They filtered that employee’s clients in the table and selected them.
- They distributed them with the “Eastern team” scenario, with replacing turned on and the reason “Resigned”.
All of the clients moved within a minute, and the reason is recorded on each client’s record.