Set a Trigger First

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  Go to Workflow and create a new workflow.

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  Set the trigger as Form Submission (or any other lead source).

Add Lead to Pipeline & Stage

In the next step, assign the lead to any Pipeline and Stage.

Go to Operation Tab → Operation Section → Add/Update to CRM

Assign Lead to Staff

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  Go to Operation Tab → Operation Section → Assign to Staff.

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  Select the staff from the staff list.

Round Robin & Distribution Options

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  Split Traffic Evenly → Distributes leads equally among all staff.

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  Split Traffic Unevenly → Assigns leads based on custom weights (e.g., more leads to one staff).

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  "Only apply to unassigned contacts" Toggle → If enabled, It will only assign to unassigned leads

 

⚠️ Tip: Use Round Robin if you want a fair distribution of leads. For high-performing staff, you can set custom weights.

📌 Important Notes:

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  Staff can only be assigned if the lead is in CRM → Opportunity.

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  One lead can have multiple staff assigned.