Lead Allocation

Lead Allocation Tutorial

⚠️ The Problem

Managing a sales team is hard. You have leads coming in from ads, Google Sheets, websites or other places, but assigning them manually takes too much time. Also, you might not want every salesperson to see _every_ customer in your database — you want them to focus only on their own leads.

✅ The Solution

We have released a 3-in-1 upgrade for team management:

1. Auto-Allocation: Automatically share leads evenly (Round Robin) or based on seniority.
2. Lead Isolation: "Trusted Employees" will only see the customers assigned to them, keeping your data private.
3. Webhook Assignment: Tech-savvy users can now assign leads instantly via API/Webhook by specifying the exact agent.

✅ How to Set It Up

Step 1: Set Up User Roles

1. Go to your Profile (top right) and click Users.
2. Add your sales agents.
3. Important: You must give them the "Trusted Employee" role for these features to work.
4. _Tip:_ If you want someone to be a Manager _and_ a Trusted Employee, hold the Shift button on your keyboard and click both roles.

Step 2: Turn on Auto-Allocation (Round Robin)

1. Go to Profile -> Lead Allocations.
2. You will see a list of your users. Enter a number (weight) next to their names.

- Equal Share: Put \1\ for everyone. Each person gets the same amount of leads.

- Seniority Share: Put \10\ for a senior and \5\ for a junior. The senior will get double the leads.

1. Click Save. Now, when new leads come in (e.g., from Google Sheets), they are assigned automatically.

Step 3: Enable Privacy (Lead Isolation)

1. Go to Profile -> Settings.
2. Turn on the toggle: "Isolate assigned leads from standard users".
3. Click Save.
4. Now, when a "Trusted Employee" logs in, they will _only_ see the customers assigned to them in the inbox. Managers and Owners can still see everything.

Step 4: Webhook Integration (For Developers)

• If you send leads to ABC Sales AI using a Webhook or API (like from a website form or Zapier), you can now specify the owner.
• Simply include the agent's User ID in your webhook data payload.
• The system will create the lead and instantly assign it to that specific user, triggering their notifications immediately.

✅ Q&A

Q: Can I use this with Google Sheets?

A: Yes! If you import leads from Google Sheets, the Auto-Allocation system will distribute them to your team instantly.

Q: What happens if I don't use the "Trusted Employee" role?

A: Standard users might still see all leads. You must use the "Trusted Employee" role to make Lead Isolation work effectively.

👉 Next Step

Go to Profile -> Users and update your sales team's roles to "Trusted Employee" to get started.