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Global Settings

There are two Global Settings for distributing leads, Hopper Settings and Assignment Rule Settings. Each setting is described below:

  1. Hopper Settings
    1. Do not apply User/Team Filters to hopper
      1. When checked, this setting will not apply a User/Team Filter to the User's view. In other words, hopper leads will not be filtered. 
      2. When unchecked (default value), this setting will apply a User/Team Filter to the User's view. They will not see leads that should have been distributed to them but were filtered out due to a User/Team Filter. For example, if 50 leads were distributed but only 20 of them had a User/Team Filter applied then the User would see 30 leads in the hopper (not the 20 that were filtered, they would be hidden). 
  2. Assignment Rules Settings
    1. If there's no match to an Assignment Rule send/do not send the lead to our hopper.
      1. When set to "do not send" this setting will not send leads to the hopper. If "do not send" leads to the hopper is selected then the second setting is irrelevant and not show within the settings screen. 
    2. Distribute known leads only/known and unknown leads to our hopper.
      1. When a lead is distributed through an Assignment Rule it will send only known leads or both known/unknown leads depending on the setting. Known leads are any lead with a name or email address.  

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