Lead distribution: how Corteksa decides who gets each new client
The Distribution Engine assigns every new record with no owner to an employee, following rules you set: which clients the rule covers, who gets them, by which method, and what happens if no one is available.
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 · 2 things · for owners and managersActive employees, a unit for clients
How it works
You find distribution in Settings → Distribution Engine. The engine works in the background, within seconds of the record being created.
The decision in four stages
If a rule matches and no one is eligible, its fallback applies: Leave Unassigned, Assign to Default User, or Delay and Retry.
When does automatic distribution run?
Automatic distribution runs once, when the record is created. To redistribute existing records, use manual distribution or bulk distribution, with the option to replace the current owner.
Rules and scenarios
A rule runs on its own on new clients. A scenario is only a list of employees and a method, which you use by hand or from an automation. An active rule also works for manual distribution.
The tools
All the numbers are in Every lead ads and distribution limit in one place, and all the errors in Fix lead ads and distribution problems.
If something goes wrong
A real example
Two senior employees want 30% each, and the two new employees 20% each. Clients arrive until midnight.
- A rule with the Weighted Fair method, at 30/30/20/20.
- Working hours for each employee, and a limit of 15 clients a day.
- A fallback: Assign to Default User, set to the sales supervisor.
Distribution matches the shares at the end of every week, and night-time clients go to the supervisor instead of staying without an owner.