Assign leads automatically

Choose who is in the pool

Open Settings → Users & teams, edit each salesperson and tick Receives new leads (assignment pool).

Create a rule

1. Open Settings → Lead rules → Assignment rules and click New rule.
2. Choose the type:
   • Round robin: new leads go to the pool in turn.
   • Project-wise: leads for a project go to that project's team.
   • Location-wise: when the preferred location contains a word you set, for example "Hinjewadi".
   • Campaign-wise: leads from a campaign go to chosen people.
   • Manual: leads wait for a manager to assign them.
3. Set the Priority (rules are checked in order) and switch the rule Active.

Leads that arrive outside working hours are assigned when the next shift starts. You can still reassign any lead: select it on the Leads page and click Assign.

Some rule types depend on your plan; the Starter plan includes round robin and manual assignment.