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6 min readAdvancedAdminManager

Automatic lead routing and distribution

Who gets each new lead — by campaign, source or any field (e.g. city).

Two layers: campaign distribution (base) and routing rules on top — checked top to bottom, first match wins.

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Steps

  1. 01

    Layer 1: campaign distribution

    Each campaign picks: specific agent · random · equal across all · equal within a team · unassigned. See Creating a campaign.

  2. 02

    Layer 2: routing rules

    Control panel → Lead routing. Order:
    1. Rules for a specific campaign.
    2. Rules for a specific source.
    3. Rules for all leads.
    No match → campaign distribution decides.

  3. 03

    Build a rule — one sentence

    "When… and field… the lead goes to…" in three steps: When · To whom · Details.
    Target: a rep · a team (turn or random) · unassigned.
    Example: "city equals Haifa → North team, by turn".

  4. 04

    Test in the simulator

    Paste a sample lead and see where it would land — nothing is saved. Each rule shows a Matches counter, an on/off toggle and reorder arrows.