Distribute one client by hand with a scenario or rule
From the record’s page, choose manual distribution, then an active scenario or rule. The employee is chosen by its method, respecting working hours and capacity, and the reason is recorded.
Under Distribute using, choose an active scenario or rule.
4
If the record has an owner and you want to change it, turn on Replace current assignment (replacing the current owner).
5
Type a reason in Reason (optional) if you want; it’s saved in the change log.
6
Press Distribute.
The record is assigned straight away, and the new employee gets a notification.
What happens
The employee is chosen as if this were a new client on this scenario or rule: by turn or by share, after leaving out those who aren’t eligible. The scenario or rule’s turn and counts move forward, and so does the employee’s capacity count.
The assignment is recorded as manual distribution, with your name, the scenario or rule, the reason and the previous owner. Automations that watch for an owner change run.
Cases
Case
Result
The record has an owner and you didn’t turn on replacing
Refused.
No one is eligible, and it’s a rule with a default user
Assigned to the default user.
No one is eligible, and the rule’s fallback is Delay and Retry
Refused, asking you to try again later.
No one is eligible, with a scenario or “Leave Unassigned”
