Leads and advertising
Where are the lead distribution settings?
Turning on round-robin lead distribution, setting how long a consultant has to accept, and switching it off.
Where to find it
Ads AutomationLead Settings
Lead distribution hands incoming leads to consultants in turn and passes a lead on if nobody claims it within a set time. The point is to eliminate the lead everybody sees and nobody owns.
The setting that matters is the acceptance window: how long a consultant has to claim a lead. Too long and leads sit; too short and they circulate endlessly around the team.
Before you start
- Consultants must belong to the user group that takes part in distribution.
Step by step
- Click the Lead Settings button under Leads from the menu.
- To use Leads Distribution Automation, click the activate button, and then specify the acceptance time for incoming leads and enter it in the relevant field.
- Then click the Save button on the right.
- If you do not want to use the Leads Distribution Automation, turn off the button and click the Save button again.
Tips and common mistakes
- Tip Set the window to match your actual shifts. Without a night shift, a two-minute window just spins leads around the team overnight — plan it alongside shift management.
- Careful Remember to press Save when switching the setting off; flipping the toggle alone is not enough.
Frequently asked questions
What happens to leads if I turn distribution off?
Leads keep arriving, they are simply not auto-assigned: they wait in the pool where the relevant team managers can see them, and you assign them by hand.
Can I keep one consultant out of the rotation?
Distribution works through user groups. To stop someone receiving leads, remove them from the group that takes part.
A lead reached nobody. Where is it?
Unclaimed leads sit in the pool, visible to the managers of the relevant team. If you cannot see them you may not be a group manager.