Distribution Types determine how leads are dispersed to agents in a distribution group.
Distribution Types
| Requires Distribution Group? | |
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| Requires Distribution Group? | |
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None | | Leads will not be assigned but will upload as prospects and can be searched in inFlow and Marketing Report. |
Distribute All | | All eligible agents will see the New Leads button. The first agent to click this button is assigned the lead. When Distribute All is selected as the distribution type, a toggle switch called Auto-Dial becomes visible to the user. By default, the toggle switch is Off. This is only available if outbound Click to Call is enabled. See the Distribute All article for details.
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Distribute Agent - Round Robin | | Leads will be evenly distributed to all eligible agents based on the time of the last lead assigned. The agent with the oldest lead assignment time will be assigned the lead. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exception. The last lead assigned time is affected by manual assignment and distribution. See the Round Robin article for details.
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Distribute Agent -Direct | | Leads are assigned directly to an agent. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exception. One of the following Insellerate fields must be defined to perform direct assign: AssignToEmail: agent’s email address in Insellerate AssignToUserId: found in User Registration If neither of these fields are defined or no match is found, the lead will not be assigned and instead be uploaded as a prospect.
See the Distribute Agent – Direct article for details.
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Distribute
Ring All | | All eligible agents’ work phones will ring. The first agent to answer the call and press “1” is assigned the lead. An outbound call is initiated automatically. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exception. If a lead is received after hours, the lead will be placed in the Unassigned queue. Up to ten agents are dialed at a time. This is only available if outbound Click-to-Call is enabled. See the Ring All article for details. Includes the option to follow TCPA logic.
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Using the Distribution Type
Once the Distribution Type is selected, the user must select an Initial Status and Initial Activity for the application to be in when it is distributed and assigned to an agent. The list of initial statuses follows the workflow of the organization and the list of initial activities will reflect the status selection.
Distribution can be performed only during an organization’s business hours. The organization’s business hours can be set on the Organization Details page under the Admin tab. See the Organization Details article for details. Note that if a lead is received outside of an organization’s set business hours and the distribution type is set to Distribute Ring All, the lead will go into Lead Exception and be placed in the Unassigned section in inFlow.
Lead counts are affected by distribution filters in the User Registration. See the User Registration article for details.
All prospects posted to Insellerate are processed through the distribution engine. See the Distribution Engine article for details.
