The lead distribution action is part of the automation process. It's located in Step 2 of the configuration wizard. To locate the Distribute Lead action do the following
Based on any number of explicit or implicit criteria leads may be distributed using the Distribute Lead action in one of three ways. Leads may be sent to:
Assignment Rules and Distribution Rules can work together to provide advanced lead distribution methods. For example, distributing leads based on location as well as performance. To do this, select the Distribution Rule in the drop down box in the Assignment Rule tab. |