Set your assignment rules once. New leads are routed automatically, so no lead waits in a shared pile.
Combine a default strategy with your own rules, and step in manually whenever you need to.
Create rules that send leads to the right team member based on your own criteria.
Drag rules into order. The first rule that matches decides who gets the lead.
Choose how leads are shared out when no specific rule applies.
If no rule matches, the lead goes to the account owner, never to a random user.
Move a lead to a different person whenever priorities change.
Select many leads and hand them to a teammate in one step.
From a form, an import, the Open API or manual entry.
Your rules run in priority order.
The right person is assigned and notified straight away.
No matching rule? The owner receives it.
Book a short demo and we'll set up assignment rules around your team.
