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Distribution Management

Distribution Overview
Distribution Overview The CRM has a Distribution module which allows you to create Pools, Create Rules, and distribute leads automatically. Below is...
Tue, Feb 24, 2015 at 3:00 PM
Distribution Pools
Distribution Pools Pools are simply a group of agents that you define, which you can use in your distribution rules. To setup a new pool, click the ...
Tue, Feb 24, 2015 at 2:58 PM
Assigning an Unclaimed Lead
When a lead has gone through your Agent rotation but has not been claimed, it ends up in the Lead Assignment Setup page. From this page you can assign the l...
Tue, Jun 20, 2023 at 10:55 AM

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