Admin Panel

How to auto-assign leads to agents (assignment rules)

Decide how incoming leads are distributed so no lead waits. Assignment rules apply to imports and to leads from web forms and integrations.

Create a rule

  1. 1Open Assignment Rules and click Add.
  2. 2Set conditions — e.g. source is Facebook, or city is Mumbai, or language is Hindi.
  3. 3Choose the agent(s) the matching leads route to.
  4. 4Order rules top-to-bottom; the first match wins. Add a round-robin fallback for the rest.
Prefer simplicity? Skip rules and use Auto-Delegate on the Numbers page to spread pending leads evenly.

More in Admin Panel

Understanding the TeleCallingCRM dashboardHow to use the sales pipeline & revenue forecastHow to set up call scripts & the on-call teleprompterHow to organise leads with campaigns in TeleCallingCRM

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