We just released the ability to automatically assign new deals. In the past you had to always choose someone to assign the deal to when adding from the app, interface, or an automation. Now you can choose “Auto” and let the platform decide who should get each lead.
You have two options for automatic deal distribution:
- Round robin
Will evenly distribute deals in a round robin manner
- Distributed based on value
Will use a combination of round robin and deal value to ensure that everyone gets about the same amount of “value” over time. So if User A gets assigned a deal valued at 100k and the next two deals are 50k, then User B would get both of those deals valued at 50k.