Widget NOVA

Distribution of leads in Kommo

The widget allows you to automate the distribution of lead between managers. You no longer need to burden the sales department with extra work and rely on the human factor.

The widget is configured directly in the digital pipeline. In the settings panel, you can flexibly configure the manager's work schedule (weekends, working hours), distribution parameters (at what stage occurs, the time of redistribution, participating managers and their priority). If the manager is absent from work unscheduled, you can disable him from further distribution with a single click.
Setting up a schedule
  • Go to the Widget Settings
  • Press +.
  • Enter the name of the chart.
  • Click Add.
Set up a schedule for managers

Important!!! The time of the Kommo account is used for the distribution schedule.
  • You can also create different chart options (for example, 2/2).
Setting up Distribution Triggers
  1. After installing the widget:
  2. Go to the funnel settings.
  3. Press + at the appropriate stage.
  4. Enter "Distribution of leads" in the search.
  5. Click Add.
Adding Managers
  • Add and configure managers for distribution.
  • If no managers are selected, the leads will be distributed evenly according to the schedule.
  • In the Work Schedule drop-down list, select the desired schedule.
Select the types of objects to distribute
You can distribute:
  • Contacts
  • The company
  • Objectives of the transaction
  • The company's active transactions
  • Active transactions of the main contact
The distribution is not uniform
If you need to distribute leads not equally, but by a certain coefficient:
  1. Turn on the "Distribute by coefficient" checkbox
  2. and specify the numbers.
For example:
  • The coefficients are 40 and 60
  • Out of 6 leads, → 2 will go to the manager with a 40 coefficient
  • 4 will go to the manager with a 60 coefficient
Limit on the number of leads
To limit the number of leads for the manager:
  1. Check the box "Take into account the maximum number of leads at the stages".
  2. Select a pipeline/stage (by default, all active stages in all pipeline).
  3. Specify the maximum number of leads per manager.
  • If the limit is less, the leads are distributed.
  • If the limit is exceeded, leads will not be assigned to this manager.
Приостановка распределения
The manager can disable the distribution (for example, during lunch)
  • By default, the distribution is enabled
To pause:
  1. Click on your avatar
  2. To expand the group
  3. Remove the Active checkbox for distribution
The administrator can also suspend and enable the distribution.
Setting up Activity Options
Enable checkboxes in the widget settings:
  1. Enables the activity block
  2. Allows users to change their activity (if disabled, only the administrator changes the activity)
Consultation
Install
Made on
Tilda