Assign Distribution Pool During Lead Conversion
How can I assign a distribution pool during lead conversion?
During lead conversion in Zendesk Sell, you can assign a distribution pool to contacts or deals.
For contact-only conversion, select the contact distribution pool name in the Owner field and deselect 'Create a deal for this converted lead'. For contact and deal conversion, select the contact or deal distribution pool name, ensure 'Create a deal for this converted lead' is selected, and enter a deal name. This assigns the new contact and associated deal to the next user in the pool.
More related questions
How do I assign a distribution pool to a single lead, contact, or deal in Zendesk Sell?
To assign a distribution pool to a single lead, contact, or deal in Zendesk Sell, you need to edit the record and select the pool as the owner. Here's how you do it: On the sidebar, click the Lead, Contact, or Deal icon. Then, click Edit for an…
Can I assign a distribution pool when importing leads, contacts, or deals?
Yes, you can assign a distribution pool when importing leads, contacts, or deals using a CSV file in Zendesk Sell. To do this, go to the sidebar, click the Settings icon, and select Data > Import. Import your CSV file and ensure the Owner field…
How do I use a distribution pool in the Lead Capture Form?
You can assign a distribution pool in the Lead Capture Form to distribute leads using the round-robin method. To set this up, click the Settings icon on the Sell sidebar, then select Tools > Lead Capture Form. Click 'Assign leads to' and choose the…
What is the process for assigning a distribution pool using a Smart List?
You can assign a distribution pool to all records in a Smart List in Zendesk Sell for efficient reassignment. To do this, navigate to the Lead, Contact, or Deal page containing your Smart List. Click the Working Center view, select your Smart List,…
How do I assign a distribution pool for integrations in Zendesk Sell?
For integrations in Zendesk Sell, you can specify a distribution pool as the owner for new leads. To set this up, click the Settings icon on the Sell sidebar, then select Integrations > Integrations. For an enabled integration, click Settings and…
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