Auto distribute leads to your team

Are you tired of manually assigning leads to your team members? Do you want to make sure your leads are distributed fairly and efficiently? If so, you've come to the right place.

With our auto-assignment feature, you can save time and increase productivity by automatically distributing leads to your team members.

Whether you're receiving leads from Facebook Ad Campaigns, Instagram, or your website, HelloLeads CRM has got you covered.

How it Works?

HelloLeads offers 3 options for auto assignment to fit your team's needs:

Assign to Specific User

Assigns leads to a specific user(s), allowing you to select a specific sales person for a given list, say Facebook leads.

Go Round-Robin

Automatically assigns leads to your team members in an equal manner, leveraging the full bandwidth of your team.

Keep it unassigned

Keeps leads unassigned, allowing you to review and giving you control over who will handle which leads.

No matter which option you choose, you can rest assured that your leads will be assigned quickly and efficiently, freeing up your time to focus on what really matters - accelerating sales and growing the business.

Lead sources & Use Cases

You can auto assign lead sources for the following use cases.

Facebook Ad Leads

Instagram
Leads

Google Ad
Leads

Website
leads

3rd party
Leads

How do I do it?

In HelloLeads leads and customer data are grouped into lists. Each list has an option to configure how you want to distribute leads. So you can have multiple lists and many ways of distributing your leads to your team.

How will Auto Assignment help me?

Increased Efficiency

Say goodbye to the tedious task of manually assigning leads and instead spend time building relationships and closing deals.

Fair and Equal Lead Distribution

With the round-robin feature, every salesperson has an equal chance at receiving leads, making for a more positive and collaborative team environment.