Rules match a lead's source, project and other details, then send it to one person, to everyone on a list, or round-robin across a team with a weight per person.
Match on source, project, form and the other fields a lead arrives with; a rule that does not match leaves the lead alone.
Rotate leads across a team; give a stronger closer two or three leads a round and a new joiner one.
Send the lead to everyone on the list when a project team should all see it.
The assignee gets the lead in the app and, if switched on, on WhatsApp through your business number.
Each rule counts its matches and keeps a log, so you can see where each lead went and why.
A second enquiry from a known client goes to the person who already has them, with an alert, instead of a new assignment.
In Marketing › Automations › Distribution add a rule with its criteria and the people on it.
Round-robin with a weight per person, or broadcast to all of them.
The rule's history shows every lead it handled; adjust weights as the team changes.
Step-by-step guides for each part of this workflow.