Configure lead distribution

Configuration → Lead Distribution controls how inbound leads from each source (for example Facebook) are assigned: which pipeline, who owns them, and how round-robin advances.

Please note:

• Create assignment pools (and teams/roles) before enabling distribution.
• The source must be an active integration — connect Facebook or LeadsBridge first.
• Distribute now bulk-assigns existing unassigned leads for that source; use carefully in production.

Open and pick a source

1. Open Configuration → Lead Distribution.
2. Select a source from available integrations (active sources are preferred).
3. Review whether the integration is active for that source.

Configure routing

Setting	Options	Purpose
Pipeline / stage	Pipelines from Configuration	Where new leads land
Assignment type	Pool, Team, or Role	Who can receive ownership
Assignment targets	Pool IDs, team, or role IDs	The eligible assignee set
Distribution method	Round robin (primary)	Fair rotation across members
Fallback	Optional fallback pools	Used when team/role assignment cannot resolve

1. Choose assignment type: pool, team, or role.
2. Select the pool(s), team, or role(s).
3. Optionally enable fallback and pick fallback pools.
4. Save settings for that source.

Round-robin tools

On the same page you can:

• View the robin pool (members, current index, next/previous)
• Reset round-robin to restart rotation
• Inspect the next candidate before going live
• Test the configuration with the test dialog

Distribute now

1. Open Distribute now.
2. Review the preview count (leads to assign × pool size).
3. Confirm — progress streams while bulk assignment runs.
4. When complete, verify owners on Leads.

flowchart LR
  Source[Inbound source] --> Rules[Lead Distribution]
  Rules --> Pipeline[Pipeline + stage]
  Rules --> Assign[Pool / Team / Role]
  Assign --> RR[Round robin]
  RR --> Owner[Lead owner]

After import wizard distribution, the same pools apply — see Import and migrate leads.