Lead Source and Distribution Overview

What is a Lead Source?

A Lead Source identifies where your leads originate from, helping you track and analyse the effectiveness of various channels.

Lead Source List

Example

Name	Action
Sales Pipeline	Default
CRM Pipeline	Default
Pipeline Sale	Default
Trader	Default

Each pipeline consists of multiple Deal Stages (e.g., Sales Pipeline has 8 stages).

Deal Agent

Example

Name	Category	Status	Action
[Agent Name]	[Category]	[Active/Inactive]	Edit/Delete

Deal Category

Example

Category Name	Action
[Category 1]	Edit/Delete
[Category 2]	Edit/Delete

Round Robin Method

What is Round Robin?

Round Robin is a task distribution method that assigns leads or tasks sequentially and evenly among team members to ensure fair workload distribution.

• Equal Distribution: Tasks are divided evenly among agents.
• Sequential Assignment: Each new lead is assigned to the next team member in order.
• Fair Rotation: Prevents overload by rotating assignments fairly.

Example

If you have three agents — Agent A, Agent B, and Agent C — the leads are assigned as follows:
1st lead → Agent A
2nd lead → Agent B
3rd lead → Agent C
4th lead → Agent A (rotation continues)

This method promotes balance and efficiency in managing incoming leads or tasks.