Sales & leads
Lead Round-Robin Assignment
Distribute leads fairly across the team with capacity, territory and availability rules.
- Typical saving
- 3 hrs/week
- Tools
- GoHighLevel · n8n · Google Calendar
Trigger
New qualified lead created
How it works
Step by step
- 1Check which reps are available and under capacity
- 2Apply territory and product-specialisation rules
- 3Assign and notify the rep
- 4Reassign automatically if untouched within the SLA
- 5Log distribution stats for fairness review
Outcome
No arguments about lead distribution, and no lead left unassigned.
Built with
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