You can assign a distribution pool anywhere in Sell that you assign an owner for a lead, contact, or deal.
- Assigning a distribution pool to a single lead, contact, or deal
- Assigning a distribution pool for imported leads, contacts, or deals
- Assigning a distribution pool in the Lead Capture Form
- Assigning a distribution pool during lead conversion
- Assigning a distribution pool using a Smart List
- Assigning a distribution pool for integrations
Assigning a distribution pool to a single lead, contact, or deal
If you have rights to reassign objects, you can edit a specific lead, contact, or deal to assign them to a user in the distribution pool.
To allocate a distribution pool to a single lead, contact, or deal
- On the sidebar, click the Lead, Contact, or Deal icon.
- Click Edit for an existing lead, contact, or deal, or Add for a new lead, contact, or deal.
- In the Owner field, click the distribution pool name (instead of a user name).
- Click Save.
Note: You'll only see a distribution list is if relates to the correct record type. For example, a leads distribution pool is visible only in the leads page.
The lead, contact, or deal is assigned to the next user in the distribution pool.
Assigning a distribution pool for imported leads, contacts, or deals
When you import leads, contacts, or deals using a CSV file, you can specify a distribution pool as the owner. This ensures all imported records are distributed evenly in a team.
To assign a distribution pool when importing leads, contacts, or deals
- On the sidebar, click the Settings icon (
), then select Data > Import.
- Import your CSV file (see Importing leads, contacts, or deals).
- In the Owner field, ensure you specify the distribution pool name as the Sell lead, contact, or deal owner.
When the import has been processed, each imported lead, contact, or deal is assigned, in order, to the users in the distribution pool.
Assigning a distribution pool in the Lead Capture Form
You can specify a distribution pool in the Lead Capture Form, so that any leads contacting you using a web-based form are assigned using the round-robin method.
To assign a distribution pool in the Lead Capture Form
- On the Sell sidebar, click the Settings icon (
), then select Tools > Lead Capture Form.
- Click Assign leads to.
- Click the lead distribution pool name (instead of a user name).
- Click Save.
When each new lead is captured, it is assigned, in order, to the users in the distribution pool.
Assigning a distribution pool during lead conversion
You can specify a contact distribution pool when you convert a lead.
Alternatively, if there is an associated deal, you can use either a contact or deal distribution pool. Both the contact and the deal are assigned to the same user in the distribution pool.
To assign a distribution pool during lead conversion (contact only)
- On the Sell sidebar, click the Leads icon (
), then select the lead page that you want to convert.
- Click Convert.
- In the Owner field, select the contact distribution pool name. Deselect Create a deal for this converted lead.
- Click Convert.
The lead is converted and the new contact is assigned to the next user in the distribution pool.
To assign a distribution pool during lead conversion (contact and deal)
- On the Sell sidebar, click the Leads icon (
), then select the lead page that you want to convert.
- Click Convert.
- In the Owner field, select the contact or deal distribution pool name. Ensure that Create a deal for this converted lead is selected.
- Enter a deal name and optionally a pipeline. The default setting is to use the lead's name as the deal name.
- Click Convert.
The lead is converted and the new contact and associated deal are assigned together to the next user in the distribution pool.
Assigning a distribution pool using a Smart List
You can specify a distribution pool as the owner for all the records in any Smart List that you have created. This provides a powerful way to reassign ownership for a large, customized group of records.
To assign a distribution pool using a Smart List
- On the Sell sidebar, click the Lead, Contact, or Deal page that contains the Smart List you want to work with.
- Click the Working Center view and click your Smart List. If you need to set up a new Smart List, see Using Smart Lists.
- Select the Smart List (click the check box in the toolbar).
- Click Reassign Owner.
- The Reassign Owner window appears. Select the distribution pool to reassign ownership for the records in the Smart List.
- Click Reassign.
Each record in the Smart List is assigned, in order, to the users in the distribution pool.
Assigning a distribution pool for integrations
For any integrations that you have enabled for your account, for example, Hubspot, Zapier, Zendesk Chat, or Zendesk Support, you can specify a distribution pool as the owner. For example, in Zendesk Support, this would be the owner of a new lead that is created by a Support agent, and assigned in Sell.
To assign a distribution pool for integrations
- On the Sell sidebar, click the Settings icon (
), then select Integrations > Integrations.
- For the enabled integration, click Settings.
Note: If the integration is disabled, you won't see the Settings button.
- If there is the possibility to assign an owner for that integration, you can specify the distribution pool as the assigned owner.
For example, in an enabled Zendesk Support integration, you can set assign owner to a chosen distribution pool:
When each new lead is captured, it is assigned, in order, to the users in the distribution pool.
6 comments
David Valenzuela
I am trying to get an import to work. In the CSV do we have to assign every lead randomly? I thought the system would do it by itself... What if we already did the import? This step has been very confusing and I find the instructions not very helpful above. Please help.
0
Kharlo Reboja
Hi David,
The "ownership" field controls this on import. If you don't have an "ownership" column in your file, all records in that file will be assigned to the person who did the import.
Otherwise, if you have owners listed for each record in your file, you can map the ownership column in their file to the ownership field in Sell.
This will bring up an interface which allows you to match each owner listed in the file to Sell agents.
https://support.zendesk.com/hc/en-us/articles/360041031894-Importing-leads-contacts-and-deals-using-a-CSV-file
Kharlo | Customer Advocate
support@zendesk.com
0
Shameen (Dev)
Hi,
Is there anyway to assign the distribution via rest api, like i am creating some record in sell and want to assign that to a distribution pool so that zendesk will assign it later as per availability.
0
Kaja
Hi Shameen, thanks for the question. The distribution pool creates an additional user in your system with the name of your distribution pool (for example TeamRoundRobin). You can check the user ID and name via API by listing users, then you could assign your lead to an owner_id that matches the user_id of that pool when creating a record.
Warm Regards
Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center
2
Shameen (Dev)
Thanks Kaja,
You are right, i can do that this way.
0
Dane
Based on the Property and Attributes of creating leads via API, distribution pool is not a valid attribute. Therefore you cannot use it when creating leads via API.
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