Account Security, Lead Management & Assignment Settings

Increase Your Account’s Security

Enable Two-Factor Authentication (2FA) to add an extra layer of protection to your account.

Setup Options:

Using Email:

• A login code will be sent to your email address: admin@example.com.

Using Google Authenticator:

• Use the Google Authenticator app to generate verification codes — even when your phone is offline.(Available for Android and iPhone)

Lead Source

What is a Lead Source?

A Lead Source identifies where your leads come from, allowing you to track and evaluate the performance of different channels.

Lead Source List

Example

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

Deal Agent

Example

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

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

Round Robin Method

What is Round Robin?

Round Robin is a lead or task assignment strategy that ensures fair and equal distribution among team members.

Key Features:

• Equal Distribution: Tasks are split evenly across agents.
• Sequential Assignment: New leads are assigned one-by-one in order.
• Fair Rotation: Prevents overload by cycling through agents.

Example:

If you have three agents — Agent A, Agent B, and Agent C — assignments follow this pattern:

• 1st Lead → Agent A
• 2nd Lead → Agent B
• 3rd Lead → Agent C
• 4th Lead → Agent A
  (and so on…)

This method ensures balanced workloads and efficient task management.