Schedule Leads Distribution

You can distribute your leads to others on a scheduled basis instead of the standard lump sum method, so the lead receiver will not be overwhelmed.

Scheduling Leads

1. To schedule leads distribution, select the leads you wish to assign, then click Assign.

2. A setting dialog will be shown. Here’s an explanation for each of the setting:

   

   1. Assign summary - A summary of your settings. In the example above, only 19 out of 50 leads are being assigned. This may be because the leads have already been assigned to this member, or you may not have permission to re-assign the leads.
   2. Schedule leads mode - Select Schedule assign to assign at a later date.
   3. Assign to - Select who to assign the leads to. You may also choose to assign to a Distribution Group.
   4. Schedule start time - When to start the distribution. You can select:
      • Now - Start scheduling now
      • After last scheduled lead - If the member or Distribution Group already has scheduled leads, then this batch of leads will start after the last batch.
      • Custom - Select a custom start time up to 1 month in the future.
   5. Distribution speed - Determine how many leads you wish to send a day. For example, if you have 50 leads to schedule, and the speed is 5 ~ 7 leads per day, then it may take 8 to 10 days to complete. If the predefined speed does not match your requirement, you can select Custom and define your own distribution speed.

3. After completing your setting, click Schedule Leads.

Viewing Scheduled Leads

To view your scheduled leads, click on the Pending Leads button on the right hand side of the leads toolbar.

Calendar View

You can see all your scheduled leads (if any) in a calendar.

• To see the exact leads scheduled for a member on a particular day, click on the colored button. For example, after clicking on the blue button on the 9th, the 4 leads are shown.

  

• If you distribute leads to multiple members or Distribution Groups and would like to sort accordingly, click Filter at top left corner.

  

  From here, you can filter the member or Distribution Group to see their scheduled leads.

  

List View

To change the calendar view to list view, click on the list icon at the top right corner.

Managing Scheduled Leads

If you would like to make changes to the current lead distribution, you can still do so.

Distribute scheduled leads immediately

If you changed your mind and want to distribute the leads immediately, select the leads and click Distribute immediately.

Delete scheduled leads

If instead you want to delete the scheduled leads, select the leads and click Delete.

By scheduling lead distribution, you can manage workloads more effectively and ensure that leads are handled at the right pace. Whether you’re assigning leads immediately or planning for a future date, these tools offer flexibility to meet your team’s needs.