Feature
Lead Distribution
Route every new lead to the right person automatically, so nothing sits unassigned.
How It Works
Lead Distribution in AliveCRM
Lead arrives
Matched to a rule
Distributed to a rep
Rep notified
Overview
Lead Distribution
AliveCRM shares new leads across your team by round-robin or by rules you set on the form and source, then notifies the assignee immediately.
- Round-robin distribution across the team
- Rules based on the form and source
- Manual reassignment when you need to override
- Distribution visible in the sales-rep report
RS
Qualified
Rahul Sharma
Example Technologies
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled
In Practice
What You Get
Round-robin distribution across the team
Rules based on the form and source
Manual reassignment when you need to override
Distribution visible in the sales-rep report
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.