Lead distribution

• Go to Widget Settings

• Click +.
• Enter a title for the chart.
• Click Add.

Important: Kommo account time is used for the distribution schedule.

• Set up managers’ work schedule

• You can also create different graph options (for example, 2/2).

After installing the widget:

1. Go to pipeline settings.
2. Click + at the desired stage.
3. Enter “Lead distribution” in the search.
4. Click Add.

Adding managers

• Add and configure managers for distribution.
• If managers are not selected, leads will be distributed evenly according to the schedule.
• In the drop-down list Work schedule select the desired schedule.

• Contacts
• Companies
• Customers
• Lead tasks
• Active company leads
• Active leads of the main contact

• Coefficients 40 and 60
• Out of 6 leads → 2 will go to the manager with a coefficient of 40
• 4 will go to the manager with a coefficient of 60

To limit the number of leads for a manager: Enable the “Consider the maximum number of leads per stages” checkbox. Select a pipeline/stage (by default - all active stages in all pipelines). Specify the maximum number of leads for one manager.

• If the limit is lower, leads are distributed.
• If the limit is exceeded, leads will not be assigned to this manager.

The settings indicate the person responsible for the company/contact.

• If the owner matches the "Always distribute with..." selected in this setting→ leads are distributed by trigger

If the person responsible is different → the lead is distributed to the person responsible for the contact/company

The manager can turn off distribution (for example, during lunch)

• By default, distribution is enabled

To pause:

1. Click on your avatar
2. Expand the group
3. Uncheck the checkbox Active for distribution

• The administrator can also pause and enable distribution

Setting up activity options
In the widget settings, enable the checkboxes:

1. Enables the activity block
2. Allows users to change their activity (if disabled, only the administrator can change the activity)

For stable operation, we recommend adding 2 triggers to the distribution stage:

1. The first trigger is the condition Responsible: User, under which the distribution should occur.
2. The second trigger is launch in 3 minutes with the same condition.

The function allows you to evenly distribute leads between managers, even if these leads come from different pipelines. The main idea is to ensure an overall uniform distribution, despite possible fluctuations in individual pipelines.

How it works:

1. Single registry for statistics:Instead of keeping separate statistics for each pipeline, we use one common registry. This ledger keeps track of how many leads have been allocated to each manager.
2. Triggers in each pipeline:In each pipeline where distribution is needed, a trigger is configured. Both triggers (or more if there are more pipelines) refer to the same shared registry.
3. Distribution accounting: When a lead enters any of these pipelines and is distributed to a manager, +1 is recorded in the general register for this manager.
4. Making a decision on the following distribution: When a new lead arrives, the function accesses the general register. Based on the current statistics (who received the fewest leads), it determines which manager should allocate the next lead to maintain an overall even distribution.

How to configure?

When setting up a trigger in the Statistics Registry field, you must create a registry. To do this, click on +:

Enter the registry name:

Select it from the list of registries:

Save the trigger. If you need to collect statistics from several pipelines/stages, select this register in the trigger settings in another pipeline/stage.

If you need to collect statistics from only one trigger, select Current trigger in the registry:

• Create a technical field Taken to work with typeFlag

Create/Changetwo stages New application and Accepted for work

When the manager has taken on a lead, he moves it to the next status Taken on. At this stage you need to set the Change field trigger

• Execute: when entering a stage
• Select Field Hired
• In the dropdown list:Filled

When the manager has taken on a lead, he moves it to the next status Taken on. At this stage you need to set the Change field trigger

• Execute: when entering a stage
• Select Field Hired
• In the dropdown list:Filled

When a manager, for example, does not take a lead to work within 10 minutes, it will be redistributed to another manager. At this stage you need to add salesbot

• Execute: when entering a stageor creation in a stage
• Create a new bot
• Select Lead distribution widget
• Customize widget
• Next stepBreaker → Timer → 10 minutes
• Next select Condition → If (select field Lead: Taken to Work) Equal to: not filled in → Return to the Distribution step
• In other casesStop the bot