REfindly Help Desk

Distribution Overview The CRM has a Distribution module which allows you to create Pools, Create Rules, and distribute leads automatically. Below is...

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 ...

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...