Lead distribution
How incoming leads are assigned, what the distribution settings control, and what to check when a lead is not assigned.
Sales managerSystem administrator
Distribution decides who owns a lead the moment it is created. Configure it before opening any capture channel, otherwise leads arrive unassigned and nobody is accountable for them.
When a lead is not assigned
- Check whether the source is configured to feed distribution at all
- Check whether the intended owner is inside working hours
- Check whether duplicate detection merged it into an existing record
- Check the lead activity history, which records what happened and when