Test your distribution rules with a sample client
Enter a source and field values for a sample client, and you see every rule in its order and why it matched or didn’t, who is eligible, and who was left out and why. Nothing is assigned.
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 managersView distribution rules
- You need: View distribution rules
Steps
What it shows
The simulation uses the current time, so the working-hours result differs between morning and night.
The name in “Would assign to” is the first eligible employee on the list; the actual employee is decided by the turn or the shares at the moment the client arrives.
If the first rule matches and no one is eligible, the simulation stops there. Real distribution with the “Leave Unassigned” fallback moves on to the next rule.
If something goes wrong
A real example
A client from Jeddah asking about the diploma went to the Riyadh employee.
- In the simulation, they entered: City Jeddah, Course Diploma.
- It showed that the Jeddah rule didn’t match, because the city option was spelled “Jedda”.
They corrected the value in the rule, ran the simulation again, and it matched.