ASSIGNMENT WITH A REASON

Give the next enquiry a clear owner.

Match an enquiry to an eligible person using your workspace’s rules. Keep the assignment reason and the exceptions visible, so an unassigned lead gets attention.

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Choose how work reaches the team.

Round-robin

Rotate through an eligible pool when you want the work distributed in turn.

Load-balanced

Use the recorded open-lead load and each person’s capacity when selecting an assignee.

Configured weights

Set the weighting for a pool. This is a configured choice, not a claim that the system predicts who will close.

Territory and language

Use the lead’s recorded locality, project or preferred language together with the team’s routing profiles.

Source and named assignees

Set a rule for a source or a specific person where your process needs it.

NRI and rental handling

Include the recorded requirement and relevant team capability in the eligibility checks. Keep contact timing and customer context in the lead.

Check a rule before relying on it.

  1. Keep team profiles current

    Review availability, leave, shifts, capacity, languages and project or territory coverage.

  2. Set the order of your rules

    Earlier matching rules take priority. Define the intended pool and any fallback explicitly.

  3. Preview an example enquiry

    Review the proposed assignee, matching rule and explanation before using the rule in the live workflow.

  4. Review the exceptions

    If nobody is eligible, the lead can remain unassigned with an explanation. Treat that queue as work requiring a person.

Assignment and ownership answer different questions.

Assignment decides who should act next. Lead ownership relies on timestamped registration and your configured attribution window, normally 45 days. Reassigning work does not turn a phone call into ownership evidence.

See the lead record

Turn it on with a checked setup.

Automatic assignment at intake is a workspace setting. Confirm the switch, rule priority and eligible people, then test an agreed enquiry from each important source.

This page makes no routing-speed promise. Delivery timing also depends on the source account, connection and current workload.

Review source connections

See the workflow with your team.

Bring your projects, lead sources and questions. We will show you the relevant product screens and agree the setup steps.

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