Lead distribution is a tricky topic. On the one hand, you want inbound leads to book a meeting with one of your Sales team members as soon as possible. On the other hand, you want to make sure that everyone gets their fair share of leads. In Demodesk, you can optimize for either a fair or a fast lead distribution within your routing forms. You can decide per routing what fits best. In case you change your mind, you can easily change it.
Where can I adjust the lead distribution?
Simply go to "Routing forms", select or set up a routing form and then scroll down until "Routing rules". There you can find a dropdown called "Lead distribution". under the "Route settings". You can choose from two options: "Fair distribution" or "Fast distribution":
To assign team members an equal number of inbound leads, choose "Fair distribution". If selected, Demodesk will monitor and compare on a weekly basis how many demos have been distributed to each individual. Website visitors who want to book a demo will only see time slots of team members with the least amount of demos across all routes that have "Fair distribution" enabled.
In case you have "Route to assigned owner" enabled and an already assigned lead books a demo, this demo will not count towards the demo count mentioned above, as this lead is not considered to be an inbound lead. Similarly, no shows and cancellations will not be counted.
Demodesk also considers the weighting that you set up via the Assignment Matrix.
If you select "Fast distribution", Demodesk will show the available time slots of all team members of the respective meeting type. If more than one team member is available on the chosen time, the person with the lowest demo count will get the demo. If both have the same demo count, the demo will be assigned randomly. No shows and cancellations do not count towards the demo count.