Create a scenario to distribute by hand or from an automation
A scenario is a list of employees with a distribution method, with no conditions and no fallback. It doesn’t run on its own; you choose it in manual or bulk distribution, or in the automation action.
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 · for owners and managersCreate distribution rules
- You need: Create distribution rules
Steps
Scenario or rule?
When you distribute by hand through a rule, its conditions are ignored, because you chose the records yourself, and its assignees, method and fallback are used.
Each scenario has its own turn and order. A turned-off scenario doesn’t show as a choice, and is refused if requested.
You can reorder, edit, turn off and delete scenarios.
If something goes wrong
A real example
When an employee resigns, they need to distribute that employee’s clients to the Eastern region team.
- An “Eastern team” scenario, Round Robin between 3 employees.
They use it from the table when needed, without affecting the automatic rules.