Distribute Leads & Deals in Sell - Frequently asked questions
Frequently asked questions
What is a distribution pool in Zendesk Sell?
A distribution pool in Zendesk Sell is a feature that allows you to automatically assign leads, contacts, or deals to team members using a round robin mechanism. This ensures that each team member gets an equal share of records to manage. The first…
How does the round robin mechanism work in Zendesk Sell?
The round robin mechanism in Zendesk Sell is a method of distributing records evenly among team members in a distribution pool. When a new record is created, it is assigned to the first user in the pool. The next record goes to the second user, and…
Who can create and manage distribution pools in Zendesk Sell?
In Zendesk Sell, only admins have the permissions to create and manage distribution pools. This includes setting up pools for leads, contacts, or deals, and making any necessary modifications such as adding or removing users. While all users can…
Can I combine different types of records in a single distribution pool?
No, you cannot combine different types of records in a single distribution pool in Zendesk Sell. Each distribution pool must be set up specifically for one type of record: leads, contacts, or deals. This separation ensures that each type of record…
What happens if I modify a distribution pool in Zendesk Sell?
When you modify a distribution pool in Zendesk Sell, the changes affect how records are distributed among users. If you add a new user, they are placed at the end of the pool, and if you remove a user, the pool continues without them. These…
Where can I allocate and view distribution pools in Zendesk Sell?
In Zendesk Sell, you can allocate and view distribution pools from various locations depending on the type of record. For leads, you can do this from the Lead details page, Lead Capture Form, Import, Lead conversion, and through the Sell REST API….
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