Settings

Enable automatic lead distribution

When turned on leads will be automatically distributed using Assignment Rules only. This feature is separate and independent from any other lead distribution features (i.e. the "Distribute Lead" action in Automation) in Lead Liaison.  If a lead cannot be distributed then the lead will be sent to the Hopper.

1. Distribute leads that demonstrate this many buy signals. Buy Signals are specified in the adjacent tab called "Buy Signals". When the defined threshold value is hit the lead will be distributed.  
2. Distribute leads that demonstrate specific buy signals. When the user selected Buy Signals are executed the lead will be distributed. Please reference the section on Buy Signals for more information.

Uses Assignment Rules only. Assignment Rules can be connected to Distribution Rules for more sophisticated lead distribution policies. 

New leads created from any source (imported as an email marketing contact list, web tracking, etc.) that do not have a Lead Owner will be assigned to this user. Includes the option to "All prospects" or only "Known prospects" (when an email address is available).