Lead distribution software that hands out every lead by rules you can read
Lead distribution software decides who works each new enquiry, so no lead sits in a shared list waiting for someone to claim it. In DigiPix Flow, assignment rules run in the order you set, check a lead's source, status, score and segment, and share the work in one of four ways, with working hours respected, a fallback for captured leads and a follow-up task for whoever receives it.
- Fixed, round robin, weighted or least loaded
- Rules checked in an order you control
- Working hours and a fallback built in
- ways to share leads between people
- 4
- target to give every new lead an owner
- 2 min
- fallback choices when no rule matches
- 3
What every assignment rule is made of
- OrderWhere the rule sits in the routing order
- ConditionsSource, status, score, email, company or segment
- StrategyFixed, round robin, weighted or least loaded
- PeopleNamed reps, whole teams or both
- StatusDraft, active or paused
- HistoryWho got each lead, why and by which rule
First come, first served — for reps, not buyers
When new leads wait in a shared list, the quickest clicker takes the promising ones and the rest wait. A buyer who enquired over lunch hears back at five, and the reps who were on calls never get a fair share of the good enquiries.
One manager sorting every lead by hand
A sales manager reads each enquiry and forwards it to someone on WhatsApp. It works until they are in a meeting, on leave or asleep, and then nothing moves until they are back at their desk.
Leads still going to someone who has left
A list of names in a sheet goes stale the week someone resigns. For a fortnight new enquiries keep landing with a person who will never call them, and nobody notices until a buyer complains.
Rules checked in the order you set, until one fits
Every active rule has a place in the routing order. A new lead with no owner is checked against the first rule, then the next, until one matches and has someone available to take it. Drag rules to reorder them, and view the order as a list or as a flow that ends in the fallback. Drafts and paused rules sit alongside without routing anything.
- Rules checked top to bottom; the first that fits wins
- Drag to reorder, in a list or a flow view
- Draft, active and paused, with only active rules routing
- An active rule is paused before it can be deleted
Match leads on the details you already capture
A rule can require all of its conditions or any one of them. Conditions look at a lead's source, status, score, company name and email, and at whether it belongs to a segment. Send website enquiries to one team and IndiaMART buyers to another, give leads scoring 70 or more to your senior closers, or route everyone in an example 'Pune enquiries' segment to the rep who covers that city.
- All conditions, or any one condition
- Source, status, score, company name and email
- Segment membership: is in, or is not in
- Equals, not equals, in a list, exists, above or below
Four ways to share the work
Fixed sends every matching lead to one person. Round robin takes turns through the people on the rule and remembers whose turn is next. Weighted shares leads in proportion to the weight you give each person, so over many leads a rep with a weight of 3 receives about three times as many as a rep with 1. Least loaded gives the lead to whoever has the fewest open leads, not counting leads already converted or archived.
- Fixed: always the same owner
- Round robin: turns, remembered from lead to lead
- Weighted: shares in proportion to each weight
- Least loaded: the fewest open leads takes it
Point rules at teams, so joiners and leavers look after themselves
A rule can hand leads to named people, to whole teams, or to both. A team is expanded to its active members each time a lead is routed, so a new rep starts receiving leads once they are added to the team, and someone who has been deactivated stops receiving them. Deactivated people are skipped on named-person rules too, and a rule cannot be saved without at least one person able to take its leads.
- Targets: named people, teams, or both
- Teams expanded to active members at routing time
- Deactivated users skipped when leads are shared
- Every rule needs at least one eligible person
Respect working hours, and give captured leads a safety net
Switch on assignment in working hours only and a lead that arrives at night waits, unassigned, until your business hours open, then goes through the rules. Business hours start as Monday to Friday, 09:00 to 18:00 in your workspace's time zone, and you can change them. When no rule fits a lead from a form, an ad or IndiaMART, the fallback takes over: share it in turns across everyone or one default team, return it to its last owner, or leave it in the Unassigned queue.
- Working hours only, routed when the window opens
- Business hours you set, Monday to Friday to start
- Fallback: in turns, last owner, or unassigned
- A Meta lead form can name the rule tried first
What happens once a lead has an owner
Each assignment is written to the lead's history with the old owner, the new owner, the reason and the rule that made it, and recorded in the audit log. The new owner gets a follow-up task straight away, and is told when the lead they have just received is already Hot. Managers can reassign with a reason, people allowed to claim can take leads from the Unassigned queue, and leads nobody has touched for the number of days you choose can be sent back through the rules.
- History of every assignment, with reason and rule
- A follow-up task opened for the new owner
- Reassign with a reason, or claim from Unassigned
- Quiet leads re-routed after the days you choose
Kavya
Deepak
SnehaFrom a new lead to the right rep, in five steps
- STEP 01
Describe the leads
Pick the conditions a rule looks for: a source, a status, a score or a segment.
- STEP 02
Choose the people
Name reps or whole teams, and decide how the rule shares leads between them.
- STEP 03
Set the order
Drag rules into the order they are checked, and switch on the ones that are ready.
- STEP 04
Cover the edges
Choose working hours and what the fallback does when no rule fits.
- STEP 05
Check the history
Every assignment shows who received the lead, why and through which rule.
Lead distribution in DigiPix Flow vs a WhatsApp group
| What it covers | Forwarding leads in a WhatsApp group |  DigiPix Flow |
|---|---|---|
| Who decides the owner | A manager reading every enquiry | Assignment rules checked in the order you set |
| Fair shares | Whoever replies to the group first | Round robin, weighted or least-loaded sharing |
| Leads at night or at weekends | Forwarded to whoever is awake | Held until working hours, then routed |
| Leads nobody planned for | Left in the group with no reply | A fallback, or the Unassigned queue |
| People joining or leaving | Someone edits the list, eventually | Teams expanded to their active members |
| The first next step | Up to the rep to remember | A task for the first follow-up, created with the assignment |
| Why a lead went where it did | Scrolled out of the chat | Owner, reason and rule in the lead's history |
The sources your routing rules cover
Leads from every capture channel go through the same assignment rules, and imports can be routed through them too, so one routing order covers all your sources.
Lead distribution questions, answered
What is lead distribution software?
It is the part of a CRM that decides which salesperson works each new lead, by rules rather than by whoever notices it first. In DigiPix Flow that means assignment rules checked in an order you set, four ways of sharing leads, working hours, a fallback for captured leads and a history of every assignment.
Which ways of sharing leads does DigiPix Flow support?
Four. Fixed sends every matching lead to one person. Round robin takes turns through the people on the rule. Weighted shares leads in proportion to the weight you give each person. Least loaded gives the lead to whoever has the fewest open leads, not counting converted or archived ones.
How does round robin work when a team changes?
Each rule remembers whose turn is next. When a rule points at a team, the team is expanded to its active members each time a lead is routed, so someone added to the team joins the rotation and a deactivated user drops out of it, without anyone editing the rule.
What happens to leads that arrive outside working hours?
If you switch on assignment in working hours only, a lead that arrives outside your business hours stays unassigned and is routed through your rules when the hours next open. Business hours start as Monday to Friday, 09:00 to 18:00 in your workspace's time zone, and you can change them.
What if none of my rules match a lead?
For leads captured from forms, ads, IndiaMART or the lead API, the fallback takes over: it can share the lead in turns across everyone active or across one default team, give it back to its previous owner, or leave it in the Unassigned queue. Leads added by hand without an owner wait in the Unassigned queue.
Will changing a rule re-route leads that already have an owner?
No. Rules only route leads with no owner, so editing, reordering or pausing a rule never moves existing leads. The one exception is the optional setting that sends leads nobody has touched for a set number of days back through the rules; if no rule fits, the lead keeps its owner.
Can leads from one Meta lead form go to a particular rule?
Yes. A Meta lead form can name the assignment rule to try first. If that rule does not match the lead, or has been paused, the lead carries on through the normal routing order, so it is never left without a chance of an owner.
Can managers still assign leads by hand?
Yes. A manager can assign or reassign a lead with a reason, people allowed to claim leads can take them from the Unassigned queue, any lead can be sent through the rules with its Auto-assign action, and a selection of unassigned leads can be routed in one go.
Is every assignment recorded?
Yes. Each assignment adds a row to the lead's assignment history with the previous owner, the new owner, the reason and the rule involved, and a matching entry is written to the audit log. Changes to the rules themselves are audited as well.
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GUIDEAssigning leads to sales reps: a practical guideRules, round robin and response times, explained with examples.Read the guide- PRODUCTLead capture softwareWhere routed leads come from: ads, IndiaMART, website forms and the API.See how it works
- FEATURESLead scoring in AutomationScores that assignment rules can route on, built from rules you write.Explore the feature
ARTICLESpeed to LeadWhy the first reply wins, and what slows it down.Read the article- PRODUCTFollow-up reminder softwareThe tasks, reminders and escalations that start once a lead has an owner.See how it works
- FEATURESCustomer segmentsBuild the segments an assignment rule can route on.Explore the feature
Stop sharing out leads by hand
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