With LionDesk, you can create teams and connect with other LionDesk users. One of the benefits of creating a team is Team Lead Distribution. When you create a team, you can connect your LionDesk account with your lead provider and distribute those leads to your team members.
You can distribute the leads to your team, one of 2 ways. You can set up a Round Robin or a Time-Based Rollout. Read below to learn the difference between the 2 distribution types:
- Round Robin: With Round Robin, you will create a distribution list of your team members. When a new lead is sent to LionDesk, the lead will be sent to the first agent on the list and every new lead after that will continue down the list. The lead distribution will restart at the top of the list once it has reached the last team member on the list.
- Time-Based Rollout: With Time-Based Rollout, you will create a distribution list of your team members. For each team member, you will assign them a time for how long they will have to claim the lead, starting when they get the new lead notification. The team member will only have the set amount of time to claim the lead before the lead moves on to the next team member. All new leads will start at the top of the list and will continue to move down the list until the lead has been claimed.
Follow the directions below to learn how to set up your team distribution.
Note: Before you follow the directions below, you must have your team created. Click here to learn how to create a team.
Lead Distribution Type: Round Robin
1) Click on your name in the upper right corner and select Settings. 
2) In Settings, click on Lead Distribution and Team Settings.
3) Click on Select Team to Modify Distribution Rules and a drop-down menu will appear with all your teams. Select a team to modify the distribution rules.
4) Once the team is selected, click on Distribution Type and select Round Robin.
5) Create your Distribution list, by clicking on the Team Member drop-down menu and selecting a team member. Click on Add To Distribution.
6) Once you add all your team members, you will see them listed in the table below. Select how you will notify the team members when a new lead is distributed.
Note: You can select call, email, and/or text.
7) Click on Claim Option and select Must Claim Lead or Forced Auto-Claim.
- Must Claim Lead: If you select Must Claim Lead, the team member will get notified of a new lead and will only have a set amount of time to claim the lead before it moves on to the next team member. You can set the time frame by clicking on Next Up Minutes as shown in the image below.
- Force Auto-Claim: If you select Force Auto-Claim, the team member will automatically get assigned the new lead without having to take any action. The team members will still get a new lead notification, but will not need to claim the lead as the lead will automatically be assigned to the team member.
8) When done, click on Update Distribution Rules
9) You will get the following notification once the distribution rules are saved.
Done!
Lead Distribution Type: Time Based Rollout
1) Click on your name in the upper right corner and select Settings.
2) In Settings, click on Lead Distribution and Team Settings.
3) Click on Select Team to Modify Distribution Rules and a drop-down menu will appear with all your teams. Select a team to modify the distribution rules.
4) Once the team is selected, click on Distribution Type and select Time-Based Rollout.
5) Create your Distribution list, by clicking on the Team Member drop-down menu and selecting a team member. Click on Add To Distribution.
6) Once you add all your team members, you will see them listed in the table below. Select how you will notify the team members when a new lead is distributed.
Note: You can select call, email, and/or text.
7) Click on Claim Option and select Must Claim Lead or Forced Auto-Claim.
Note: With Time-Based Rollout, we recommend that all team members, with the exception of the last team member, should be listed as Must Claim Lead. The last team member should be Forced Auto-Claim. This will allow your leads to start at the top of the list, giving each team member a chance to claim the lead. If no one claims the lead, it will automatically be assigned to the last team member on the list. If the last team member on the list is set to Must Claim Lead but does not claim the leads, the leads will not be assigned to a team member.
8) Set the Roll Out Minutes for each team member.
Note: The Roll Out minutes is the time the team member gets to claim the lead before it moves onto the next team member. The time will begin when the team members receive their new lead notification.
9) When done, click on Update Distribution Rules
10) You will get the following notification once the distribution rules are saved.
Done!
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email support@liondesk.com, and LiveChat Mon-Fri 7am - 5pm PT