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This method provides the most flexibility, but requires programming knowledge. You can create your own script that will export data in the format you need.
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How to distribute leads between managers
Setting up work with requests is not limited to new zealand telegram number database adding them from various channels. An important part is assigning an executor. Let's consider several approaches:
1
Random distribution, where any request can go to any manager.
This can be done using a trigger that is activated when a contact moves to a special stage, for example, "To distribution". A business process is launched that selects a responsible manager. The process uses two blocks: "Employee selection" (with a list of managers) and "Change responsible". The "Employee selection" block randomly selects a manager, and the "Change responsible" block updates his status. You can also set the order in the business process settings, then the rotation will occur in a circle.
2
Distribution into groups.
You can set up assignment rules based on specific criteria (e.g. region or specialization). This can be implemented in a similar way to completely random selection in two ways:
Enter the required number of stages (for example, “For distribution – Moscow”, “For distribution – St. Petersburg”, etc.).
Add a "Region" field and complicate the process with a "Condition" block.